Portland Chapter Profile

We draw upon a contact list of 800+ people, who participate in some or all of our meetings. There is no cost to subscribe to the list, and names are not shared or sold to any other organizations. Many contacts are AAII members but membership is not required to participate. We are an educational group. Attendees are not asked or expected to buy investment products or services. [Subscribe here]

Top reasons for joining AAII 

• Investor education
• Access to AAII information and resources
• Improved investment results

We are a well educated group

• 88% have undergraduate degrees
• 60% have advanced degrees

Top Portfolio Holdings

• Stocks 88% 
• Mutual Funds 75%
• Money Market/CD’s 62%
• ETF’s 58%
• Bonds 44%

Portfolio Size (Average is approx $1 million)

• $0-$100,000 4% of participants hold
• $100,000-$500,000 25%
• $500,000-$2million 53%
• Over $2 million 18%