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Find Your Own Winning Portfolio Strategy
April is Financial Capability Month, so it’s a good time to brush up on your investing basics.
In this episode of the Individual Investor Show, Jenna Brashear sits down with Craig Israelsen to chat about his newest article on retirement allocation in the April issue of the AAII Journal. Israelsen argues that even though there is no one perfect asset allocation for everyone during the retirement years, with at least some commitment to equities, there are several viable strategies you can consider.
In the second part of the show, Charles Rotblut talks with Paul Merriman to discuss his recent article, “The Pains and Gains of Investing,” which uses hypothetical performance of five simple equity portfolios to explain different risk measures so that you can choose the ones that matter most to you.
Listen to this episode and learn:
Various portfolio strategies that you can consider in retirement
Common portfolio measures of risk and what they tell you
How to find a winning retirement withdrawal strategy that works with your individual needs
Links and Resources
AAII Journal April 2022 Issue
Retirement Allocation Comparison With Vanguard Funds, by Craig Israelsen
“Start Investing Now: Build Your Investment Portfolio for $5 per month” by Craig Israelsen
The Pains and Gains of Investing, by Paul Merriman
“We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” by Paul Merriman
AAII Asset Allocation
AAII Investor Guides
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: Find Your Own Winning Portfolio Strategy | AAII
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By Jenna BrashearApril is Financial Capability Month, so it’s a good time to brush up on your investing basics.
In this episode of the Individual Investor Show, Jenna Brashear sits down with Craig Israelsen to chat about his newest article on retirement allocation in the April issue of the AAII Journal. Israelsen argues that even though there is no one perfect asset allocation for everyone during the retirement years, with at least some commitment to equities, there are several viable strategies you can consider.
In the second part of the show, Charles Rotblut talks with Paul Merriman to discuss his recent article, “The Pains and Gains of Investing,” which uses hypothetical performance of five simple equity portfolios to explain different risk measures so that you can choose the ones that matter most to you.
Listen to this episode and learn:
Various portfolio strategies that you can consider in retirement
Common portfolio measures of risk and what they tell you
How to find a winning retirement withdrawal strategy that works with your individual needs
Links and Resources
AAII Journal April 2022 Issue
Retirement Allocation Comparison With Vanguard Funds, by Craig Israelsen
“Start Investing Now: Build Your Investment Portfolio for $5 per month” by Craig Israelsen
The Pains and Gains of Investing, by Paul Merriman
“We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” by Paul Merriman
AAII Asset Allocation
AAII Investor Guides
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: Find Your Own Winning Portfolio Strategy | AAII