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The AAII Journal

July 1997 Issue

Features »

The "Conservative" Approach to Determining Your Spending Rate

thumbnail for The Portfolio Strategies Workshop: Designing a spending plan for retirement using conservative assumptions.

 

Features »

Resources on Wills and Living Trusts

thumbnail for Resources on Wills and Living Trusts Reference: Reading resources on wills and living trusts that can be found in books, AAII Journal articles and on-line.

 

Features »

An Interview with Robert E. Kern, Portfolio Manager, Fremont U.S. Micro-Cap Fund

thumbnail for An Interview with Robert E. Kern, Portfolio Manager, Fremont U.S. Micro-Cap Fund Feature: A search for growth and innovation in the micro-cap stock market.

 

Features »

Hybrid Securities: A Basic Look at Monthly Income Preferred Stock

thumbnail for Hybrid Securities: A Basic Look at Monthly Income Preferred Stock Feature: MIPS offer attractive yields relative to corporate bonds and conventional preferreds, but that needs to be balanced against interest rate risk, redemption features, and tax status.

 

Features »

Why Investors Tend to Trade Too Much--And What to Do About It

thumbnail for Why Investors Tend to Trade Too Much--And What to Do About It A Matter of Opinion: A new study supports the notion that individual investors tend to sell winners and hang on to losers. Understanding the underlying psychology can help you fight it.

 

Features »

Finding Mutual Fund Winners

thumbnail for Finding Mutual Fund Winners Research: A 1996 study on the historical performance of mutual funds shows that you shouldn't use past returns as the only basis for a decision.

 

Features »

The Smallest of the Small: Funds That Focus on Micro-Cap Companies

thumbnail for The Smallest of the Small: Funds That Focus on Micro-Cap Companies Mutual Funds Column: Micro-cap funds have grown in popularity because they zero in on the most inefficient part of the stock market, but they aren't for everybody--particularly the faint of heart.

 

Features »

Composition Changes Prompt Another Look at the DJ Utilities Average

thumbnail for The Smallest of the Small: Funds That Focus on Micro-Cap Companies Technical Analysis Column: While not a perfect indicator, the Dow Jones Utilities average has moved lower prior to major market drops. When the utilities are in a sell mode, keep your cards close to your vest.

 
Cover Article »

The "Conservative" Approach to Determining Your Spending Rate

Portfolio Strategies Workshop: Designing a spending plan for retirement using conservative assumptions.

Cover Article »

Resources on Wills and Living Trusts

Reference: Reading resources on wills and living trusts that can be found in books, AAII Journal articles and on-line.

Cover Article »

An Interview with Robert E. Kern, Portfolio Manager, Fremont U.S. Micro-Cap Fund

Feature: A search for growth and innovation in the micro-cap stock market.

Cover Article »

Hybrid Securities: A Basic Look at Monthly Income Preferred Stock

Feature: MIPS offer attractive yields relative to corporate bonds and conventional preferreds, but that needs to be balanced against interest rate risk, redemption features, and tax status.

Cover Article »

Why Investors Tend to Trade Too Much--And What to Do About It

A Matter of Opinion: A new study supports the notion that individual investors tend to sell winners and hang on to losers. Understanding the underlying psychology can help you fight it.

Cover Article »

Finding Mutual Fund Winners

Research: A 1996 study on the historical performance of mutual funds shows that you shouldn't use past returns as the only basis for a decision.

Cover Article »

The Smallest of the Small: Funds That Focus on Micro-Cap Companies

Mutual Funds Column: Micro-cap funds have grown in popularity because they zero in on the most inefficient part of the stock market, but they aren't for everybody--particularly the faint of heart.


Topic Archive

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