The American Association of Individual Investors held a video event on Wednesday, September 1st, 2021.
What’s the optimal combination of assets and withdrawal strategies to ensure your portfolio scores a home run when you retire? In the first segment of this episode of the Individual Investor Show, we talk to financial educator Paul Merriman about the lessons he’s distilled from years of personal and professional experience. Next, we discuss attractive real estate investment trust (REIT) stocks that appear in our recent First Cut list. Finally, we review the Level3 Passive Portfolio, based on the approach that AAII founder Jim Cloonan laid out in his “Investing at Level3” book. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of the Individual Investor Show.
Watch this episode and learn:
-How to ensure you have more than enough to fund your retirement
-Which REIT stocks have been doing well in the current environment
-About a portfolio based on the Level3 approach developed by AAII’s founder
Retirement Home Run
How to Score a Retirement Home Run by Paul Merriman in the September AAII Journal (https://www.aaii.com/journal/article/14499-how-to-score-a-retirement-home-run)
The Four Asset Classes With Great Long-Term Performance (https://www.aaii.com/journal/article/13009-the-four-asset-classes-with-great-long-term-performance)
When You Haven’t Saved Enough for Retirement (https://www.aaii.com/journal/article/when-you-havent-saved-enough-for-retirement)
Personalizing Your Glide Path to Avoid Financial Peril (https://www.aaii.com/journal/article/14257-personalizing-your-glide-path-to-avoid-financial-peril)
Inflation: The Dormant Dragon (https://www.aaii.com/journal/article/13010-inflation-the-dormant-dragon)
“We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” book by Merriman (https://www.amazon.com/Were-Talking-Millions-Supercharge-Retirement-ebook/dp/B08N6XLDR9)
The Merriman Financial Education Foundation (http://www.merrimanfinancialeducation.org)
First Cut Stocks: REITs
Real Estate Investing Without Purchasing or Managing Property by Derek Hageman in the September AAII Journal (https://www.aaii.com/journal/article/14502-real-estate-investing-without-purchasing-or-managing-property)
Conducting Fundamental Analysis of Equity REITs (https://www.aaii.com/journal/article/conducting-fundamental-analysis-of-equity-reits)
The Basics of Real Estate Investment Trusts (REITs) (https://www.aaii.com/journal/article/the-basics-of-real-estate-investment-trusts-reits)
The Role of REITs for Long-Term Investors (https://www.aaii.com/journal/article/the-role-of-reits-for-long-term-investors)
Level3 Passive Portfolio
Level3 Passive Portfolio Up Strongly Year to Date by John Bajkowski in the September AAII Journal (https://www.aaii.com/journal/article/14501-level3-passive-portfolio-up-strongly-year-to-date)
Level3 Passive Portfolio Relies on Smart-Beta ETFs in Challenging Environment (https://www.aaii.com/journal/article/13015-level3-passive-portfolio-relies-on-smart-beta-etfs-in-challenging-environment)
Level3 Passive Portfolio Tilts Away From Market-Cap Weighting (https://www.aaii.com/journal/article/10916-level3-passive-portfolio-tilts-away-from-market-cap-weighting)
Populating Your Portfolio Based on Your Allocation and Preferences (https://www.aaii.com/journal/article/13856-populating-your-portfolio-based-on-your-allocation-and-preferences)
“Investing at Level3” book by James Cloonan (http://www.level3investing.com)
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: Retire on a Home Run, First Cut REIT Stocks, Level3 Update | AAII
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