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The AAII Journal

April 2009 Issue

Features »

The Top Funds Over 5 Years: Surviving the Claws of a Bear Market

thumbnail for The Top Funds Over 5 Years: Surviving the Claws of a Bear Market To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years. Who are the current top performers and how did they outperform their peers? A look at the top funds and how they managed to distinguish themselves.

 

The First Cut »

Benjamin Graham Bear Market Stocks

thumbnail for Benjamin Graham Bear Market Stocks A starting point for investors. This issue's focus is on stocks with low prices relative to a firm's net current assets, a basic Benjamin Graham approach to finding stocks trading well below their instrinsic value.

 

Portfolio Strategies »

Due Diligence: 10 Steps to Avoiding Ponzi Schemes and Financial Fraud

thumbnail for Due Diligence: 10 Steps to Avoiding Ponzi Schemes and Financial Fraud The uncovering of Bernie Madoff's Ponzi scheme, and the fraud committed by several other financial hucksters, highlights the importance of asking the right questions before selecting an advisor or participating in an investment. Ten questions to ask, and red flag warning signs of the potential for trouble.

 

Investor Professor »

The Role of Risk-Free Assets in Your Long-Term Portfolio

thumbnail for The Role of Risk-Free Assets in Your Long-Term Portfolio In today's market environment, the exclusive focus is on risk-free assets for the short term. Two years ago, the same assets were considered "too boring" over the long term. What role should they play in your portfolio? The answer requires both a short-term and a long-term perspective.

 

Stock Screens »

Market Expectations vs. Results: Tracking Analyst Earnings Revisions

thumbnail for Market Expectations vs. Results: Tracking Analyst Earnings Revisions Changes in earnings expectations, no matter how slight, can have a significant impact on a stock's price. Tracking these expectations and their changes is an important component of stock analysis, and tracking significant revisions can be turned into a rewarding investment strategy. Developing a screen for analyst revisions.

 

Offbeat Offerings »

Life Cycle Funds

thumbnail for Life Cycle Funds An investor reference for products that are not your typical offering. This issue's focus is on life cycle funds.

 

AAII Model Portfolios »

Model Stock Portfolio: Beating the Benchmark Is Nice, But a Loss Isn't

thumbnail for Model Stock Portfolio: Beating the Benchmark Is Nice, But a Loss Isn't There has been little reprieve from the downward forces on the stock market, and while the Model Portfolio has outperformed the benchmarks year-to-date, you can't pay bills with a loss.

 
Departments
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Cover Article »

The Top Funds Over 5 Years: Surviving the Claws of a Bear Market

To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years. Who are the current top performers and how did they outperform their peers? A look at the top funds and how they managed to distinguish themselves.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.