American Association of Individual Investors

American Association of Individual Investors

Home
Notes
AAII Dividend Investing
Archive
Leaderboard
About
Robo-Advice Update for 2025: Continued Consolidation and Greater Customization
With the initial wave of users onboarded, leading robo-advisers are shifting their focus to profitability.
 • 
AAII
How to Analyze Corporate Earnings in Five Steps
Earnings reports provide a snapshot of business performance, but they are most valuable when viewed as part of a longer-term trend.
 • 
Charles Rotblut
AAII Sentiment Survey July 3: Optimism Makes a Breakthrough
Optimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey.
 • 
Charles Rotblut
Supercharge Your Portfolio With a Nontraditional Index Fund
The payoff of a custom index approach that takes advantage of academic research can be substantial.
 • 
AAII

June 2025

AAII Sentiment Survey June 26: Optimism Creeps Up
Optimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey.
 • 
Charles Rotblut
A One-Page Wealth-Building Plan for Semiretirement
Key considerations for planning a period of part-time work before full retirement.
 • 
Charles Rotblut
June Charts of Interest: Tariffs Are Driving Prices Bananas
Trader Joe’s charged $0.19 per banana for many years.
 • 
Charles Rotblut
Weekly Stock Ideas: Learning to Screen Like Warren Buffett
Warren Buffett is one of the most well-known investors through his publicly traded holding company, Berkshire Hathaway Inc.
 • 
AAII
The Put-Call Ratio: Viewing Market Sentiment Through Options Activity
During periods of fear or euphoria, the CBOE equity put-call ratio can inform your judgment by showing where sentiment may have gone too far.
 • 
AAII
Weekly Stock Ideas: Checking the Investor Premium of Three Insurance Stocks
This week, we use AAII’s A+ Investor Stock Grades to provide insight into three insurance stocks.
 • 
AAII
Revisiting the Use of ETFs to Construct an S&P 500 Portfolio
Comparing the performance of an equally weighted sector portfolio against an S&P 500 index fund over a 20-year period.
 • 
AAII
Six Minutes?! Study Finds That Investors Often Skip Proper Stock Research
There isn’t much research on how individual investors actually research stocks.
 • 
Charles Rotblut
© 2025 AAII
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture