PRISM: Prioritizing Your Goals

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The PRISM Webinar: Selecting and Managing Your Investments 

04-01-2022 16:09



The PRISM Academy Webinar: Selecting and Managing Your Investments
 

The American Association of Individual Investors held a live webinar event on Thursday, March 31, 2022, with AAII’s Charles Rotblut and Jenna Brashear. 


General AAII Community Links
 

AAII Learn and Plan 

AAII PRISM Academy (

AAII Community Home Page 

 

Selecting and Managing Your Investments – AAII PRISM Academy 

Lesson 1: Selecting and Managing Your Investments (Introduction)

Lesson 2: Narrowing Down the Fund Universe 

Lesson 3: Finding a Fund: Where to Start

Lesson 4: Buy and Sell Rules for Mutual Funds and ETFs 

Lesson 5: Narrowing Down the Stock Universe 

Lesson 6: Finding a Stock: Where to Start 

 

PRISM Checklists and Worksheets 

Selecting and Managing Your Investments Worksheet 

Finding a Fund: Where to Start Checklist 

Buy and Sell Rules for Mutual Funds and ETFs Checklist 

How to Narrow Down the Stock Universe Checklist 

Finding a Stock: Where to Start Checklist 

 

Resources for Finding Mutual Funds/ETFs 

Annual AAII Mutual Fund Guide 

Annual AAII ETF Guide 

Investing Ideas Section of AAII 

Fund Comparison Tool 

Funds+ Screener 

ETF+ Screener 

Fund Openings and Closings 

 

Resources for Finding Stocks 

AAII Stock Screens

Model Shadow Stock Portfolio

Investing Ideas Page

Stock Ideas Page

A+ Stock Grades

Custom Stock Screener

 

Here are the slides from the presentation: https://www.aaii.com/files/images/2022-03-31-PRISM.pdf  

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. 


#Webinar
#PRISM

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