The Individual Investor Show – Details, episodes & analysis

For this episode, we had the pleasure of sitting down with Matthew Crouse, CFA, MBA, Ph.D. (a man of many titles), to discuss his latest article in the AAII Journal, “Fixed-Income Risks and Opportunities in a Rising-Rate Environment.”

He discusses the principles of duration (interest rate risk), credit risk and the yield curve. He also touches on closed-end fund preferreds and bonds funds to help the individual investor navigate the rising-rate environment with ease.

Listen to this episode and learn:

• What duration (interest rate risk) is and how to combat it successfully

• Opportunities and risks of closed-end fund preferreds and bond funds

• The objective of maximizing returns while taking the least amount of risk

Matthew Crouse, CFA, MBA, Ph.D., is an adjunct professor at Westminster College in Salt Lake City, Utah, who specializes in researching closed-end funds (CEFs), exchange-traded funds (ETFs) and other fixed-income products targeted to retail investors. Jenna Brashear is the host of the Individual Investor Show as well as the producer for live AAII webinar events.

Additional Resources

Fixed-Income Risks and Opportunities in a Rising-Rate Environment

More articles by Matthew Crouse

Fidelity: Fixed Income, Bonds & CDs

FactSet: Fixed Income

What Is the Yield Curve?

Preferred Stocks Explained

Understanding Bond Credit Ratings

Register for upcoming webinars: https://www.aaii.com/webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Individual Investor Show: Risks & Opportunities in Fixed Income When Rates Are Going Up | AAII

Are you an investment sleuth? Do you like to delve deep into financial metrics to better understand the market? If you’re someone who is looking for a long-term valuation of the market adjusted for inflation, we know a financial metric for you.

For this episode, we spoke with AAII Journal editor Charles Rotblut, CFA, about his latest article on the cyclically adjusted price-earnings (CAPE) ratio and why using the CAPE ratio during high inflation can give individual investors insights into expected market returns over the next five to 10 years by looking back 10 years into the past.

Listen to this episode and learn:

• What the CAPE ratio is and what it entails

• How to effectively use the CAPE ratio to invest with confidence

• When to use the CAPE ratio in order to analyze the long-term value of the market

Charles Rotblut, CFA, is the creator of the PRISM Wealth-Building Process and Academy. He is also a financial analyst, vice president and AAII Journal editor. Jenna Brashear is a finance writer, podcast host and community manager at AAII.

Additional Resources

CAPE Ratio Is High, but Down From Peak

Online Exclusive: Delving Into the Definition of the CAPE Ratio

Valuations, Inflation and Real Returns, an interview with Robert Shiller

A Cautionary Note About Robert Shiller's CAPE

AAII Stock Screening Community

AAII Journal July 2022 Issue

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Learn how to use the powerful, robust suite of screening tools in AAII's A+ Investor suite or bundle all of our premium subscriptions into one, convenient plan with AAII Platinum.

Individual Investor Show: Utilizing the CAPE Ratio During Inflationary Periods | AAII

For this week’s Individual Investor Show, Charles Rotblut chats with retirement researcher Wade Pfau on the various experiences and decisions retirees commonly face when approaching this new life stage. Their discussion highlights the pros and cons of different withdrawal and allocation strategies, as well as how to factor in worst-case scenarios for your early years of retirement to ensure your portfolio lasts.

In the second portion of the broadcast, we talk with Matt Bajkowski about his recent article on intermediate-term bond mutual funds and exchange-traded funds (ETFs). His discoveries about the benefits and risks of this fixed-income category can help you decide if they might work for the income portion of your retirement portfolio.

Watch this episode and learn:

• About different withdrawal and allocation strategies

• How to protect your retirement portfolio from a worst-case scenario

• Which intermediate-term bond funds are topping the list for five-year return

Retirement Segment

March 2022 AAII Journal

A New Perspective on Withdrawal and Allocation Strategies for Retirees, by Wade Pfau

“Retirement Planning Guidebook: Navigating the Important Decisions” (2021), by Wade Pfau

Bond Funds Segment

The Benefits and Risks of Intermediate Bond Funds, by Matthew Bajkowski

Understanding Bond Yields, by Matthew Bajkowski

AAII Funds+ Screener

AAII Asset Allocation Models

AAII Bond Investing Ideas

Top/Bottom Performing Funds

Consistent Fund Performers

Want more financial education? Learn more about AAII at:  https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Individual Investor Show: What to Do After the Retirement Party Ends | AAII

For this week’s Individual Investor Show, Charles Rotblut and Jenna Brashear take a look at AAII’s asset class heat map, which ranks the annual returns for each of the asset class groups used in the AAII Asset Allocation Models over the past 10 years. They discuss how this heat map demonstrates the benefits of diversification and how analyzing these results can help you become a more diversified individual investor.

In the second part of the broadcast, we sit down with Matt Bajkowski to discuss his article, “Understanding Risk-Adjusted Returns via the Sharpe Ratio,” which focuses on the key relationship between risk and return and how vital it is to be compensated for taking on extra risk. Bajkowski delves specifically into how the Sharpe ratio can help you assess whether the risk of a security is justified by its return.

Watch this episode and learn:

• How to effectively use the Sharpe ratio to become risk averse

• Why investors should expect compensation for a riskier investment

• How to read the AAII asset class heat map and apply it to your 2022 allocation strategy

Asset Class Segment

Asset Class Group Performance: Large Caps Lead in 2021 by Charles Rotblut, CFA

Asset Allocation Models

AAII PRISM Academy

AAII Website: Learn & Plan

Asset Allocation Survey

Risk-Adjusted Returns Segment

Online Exclusive: Understanding Risk-Adjusted Returns via the Sharpe Ratio by Matthew Bajkowski

Mutual Funds Ideas

Compare Mutual Funds

ETF Ideas

Compare ETFs

Other Links

AAII Journal: February 2022 Issue

Register for Upcoming AAII Webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Individual Investor Show: Improve Your Allocation by Gauging Risk and Ranking Asset Returns | AAII

The American Association of Individual Investors held a webinar event on Wednesday, February 2, 2022.

For this week’s Individual Investor Show, we sit down with Charles Rotblut to delve into our annual mutual fund and exchange-traded fund (ETF) guides and reveal on which funds made the 2022 cut. We analyze the top- as well as the worst-performing mutual funds and ETFs, specific trends we’ve noticed and anything new or noteworthy. Hear about the criteria Rotblut uses to weed out the “fads” from the “fabs.”

In the second part of the broadcast, we chat with Matt Bajkowski on his article, “The Benefits and Risks of Small-Cap Funds,” which highlights the good, bad and ugly of diversifying your portfolio with small-cap funds. You won’t want to miss out on these two thought-provoking discussions covering everything you need to know about investing in mutual funds and ETFs in 2022.

Listen to this episode and learn:

• Which mutual funds and ETFs made the cut for the 2022 guides

• Current trends, as well as noteworthy players in the fund universe

• The overall benefits and risks associated with small-cap funds

Small-Cap Funds Segment

The Benefits and Risks of Small-Cap Funds by Matthew Bajkowski in the January 2022 AAII Journal (https://www.aaii.com/journal/article/15529-the-benefits-and-risks-of-small-cap-funds)

Annual Funds & ETF Guides Segment

Guide to the Top Mutual Funds (https://www.aaii.com/journal/article/15934-the-individual-investors-guide-to-the-top-mutual-funds-2022)

Guide to the Top ETFs (https://www.aaii.com/journal/article/15935-the-individual-investors-guide-to-the-top-etfs-2022)

Guidelines for Selecting Mutual Funds and ETFs (https://www.aaii.com/journal/article/13930-guidelines-for-selecting-mutual-funds-and-etfs)

A+ Investor suite of tools (https://www.aaii.com/plus)

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

The American Association of Individual Investors held an event on Wednesday, January 19, 2022.

With AAII providing unbiased educational resources to investors since 1978, AAII members have seen it all. Whether you’re a veteran member or just joined, we know you’re excited to see our end-of-year stock screen wrap-up.

We sit down with AAII financial analysts Charles Rotblut, Derek Hageman and Wayne Thorp as we review our numerous stock screens to see which ones outperformed the market in 2021, which ones surprised us and which ones fell short, if any.

You won’t want to miss this enlightening panel discussion with the men behind the numbers.

Listen to this episode and learn:

• New additions and enhancements to the AAII stock screen arsenal

• How our stock screens performed over the last year, the best and the worst

• How to utilize our numerous stock screens and tools to invest with confidence in 2022

Check out the full stock screen end-of-year review at https://www.aaii.com/journal.

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Want more financial education? Learn more about AAII at https://www.aaii.com

The American Association of Individual Investors held a video event on Wednesday, January 5, 2021.

Many stock investors fail to vote on corporate board nominees and other company issues when they receive their proxy statement.

For this week’s Individual Investor Show, we are excited to chat with Charles Rotblut about why it’s important to vote your proxy and how to approach the various sections of the form.

In the second part of tonight’s broadcast, we sit down with John Bajkowski for an update on AAII’s Model Shadow Stock Portfolio. He’ll discuss its performance over 2021 and explain any changes that were made to the portfolio during its fourth-quarter review.

Listen to this episode and learn:

-The impact you can have as a stock owner by voting your proxy

-How to address the issues contained in a proxy statement

-What’s new with AAII’s popular Shadow Stocks

AAII Journal January 2022

https://www.aaii.com/journal

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Two Easy Ways to Take Control of Your Stock Investing | AAII

Calling all income investors and those worried about high interest rates impacting their portfolios! If you’re on the hunt for an investment that has low interest rate risk, look no further than short-term bond funds.

For this episode, we chat with AAII finance writer Matt Bajkowski about his latest article in the July 2022 issue of the AAII Journal, “The Benefits and Risks of Short-Term Bond Funds,” where he explains how income-seeking investors might capture high yields through bonds, especially short-term bonds, this year.

Watch or listen to this episode and learn:

• The pros and cons of investing in short-term bond funds

• Why short-term bonds carry less interest rate risk than longer-term bonds

• How to effectively evaluate a short-term bond fund before investing

Additional Resources

July 2022 AAII Journal Issue

The Benefits and Risks of Short-Term Bond Funds

AAII Allocation Models

Bond Investing Ideas

The Benefits and Risks of Intermediate Bond Funds

Beginner’s Guide to Bond Investing

Types of Bonds

Income Investing Community

Register for upcoming webinars: https://www.aaii.com/webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Individual Investor Show: Combating High Interest Rates With Short-Term Bond Funds | AAII

We’re in the midst of the summer and things are about to start sizzling! For investors who want to take a dip into the market, but are worried about suffering profit losses, we’ve got a few tips and tricks up our sleeve to help you navigate uncertain waters.

For this episode, Dividend Investing editor Derek Hageman chats with us about his latest First Cut Stocks articles in the June 2022 issue of the AAII Journal that present the current high-yielding dividend payers and the current largest rising dividend stocks. He explains the difference between the two and how to judge whether a high yield or rising dividend payment can be sustained.

In the second part of the episode, we sit down with assistant financial analyst Matt Markowski to discuss his latest article, “How to Best Use Stock Screens to Build a Portfolio.” In it, he shows how to choose a predefined stock screen or build your own to effectively find the opportunities that fit your individual stock investing needs.

Watch or listen to this episode and learn:

• How to make sure a high-yielding dividend stock is a quality company and not one with weak growth prospects

• How to effectively evaluate a company’s ability to increase its dividend payment

• How to best use stock screens and techniques to build a strong portfolio

Dividend Stocks Segment

High-Yielding Dividend Payers

Up, Up and Away: Biggest Rising Dividend Payers

AAII Dividend Investing

Dividend Investing Stock Ideas

Stock Screens Segment

How to Best Use Stock Screens to Build a Portfolio

AAII Stock Screens

Factor Stock Screens

Guru Stock Screens

Stock Ideas Section

A+ Investor Custom Stock Screener

AAII Community

AAII Stock Screening Community

Register for upcoming webinars: https://www.aaii.com/webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

For those retiring, or approaching retirement, inflation can often be a creeping fear that paralyzes even the most prepared investor. Thankfully, there are a few easy strategies you can adopt to ensure your retirement portfolio will be secure. In this episode, we spend some time chatting with Craig Israelsen, Ph.D., about his latest article in the June 2022 issue of the AAII Journal, “Dealing With Inflation in a Retirement Portfolio.”

Israelsen discusses how required minimum distributions (RMDs) are built-in inflation adjusters that allow retirees to be more cautious in their asset allocation if need be.

Listen to this episode and learn:

• How RMDs can help prevent retirement portfolios from failing

• Why having exposure to equities is important

• How to protect your portfolio from inflation with the right strategy

Watch this episode on YouTube:

Additional Resources

June 2022 AAII Journal (https://www.aaii.com/journal)

Dealing With Inflation in a Retirement Portfolio by Craig Israelsen (https://www.aaii.com/journal/article/17412-dealing-with-inflation-in-a-retirement-portfolio)

Online Exclusive: Defining Inflation for Your Portfolio (https://www.aaii.com/journal/article/13872-defining-inflation-for-your-portfolio)

Inflation: The Dormant Dragon (https://www.aaii.com/journal/article/13010-inflation-the-dormant-dragon)

Online Exclusive: Understanding the Breakeven Inflation Rate (https://www.aaii.com/journal/article/17458-online-exclusive-understanding-the-breakeven-inflation-rate)