The AAII Journal

July 2010 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note You have, no doubt, seen many ads about planning for retirement. Numerous companies and advisors are more than willing to help you build a retirement nest egg. Yet, saving for retirement is just one part of the process. There is also the decision of what to do with your portfolio at retirement.

 

Features »

How Much Should You Have in Equities Until Retirement?

thumbnail for How Much Should You Have in Equities Until Retirement? A more conservative investment strategy might not do as well as a more aggressive strategy.

 

Portfolio Strategies »

Allocation in Retirement: A Flat Glide Path Always Make Sense

thumbnail for Allocation in Retirement: A Flat Glide Path Always Make Sense For any downward sloping glide path of equity allocation once you hit retirement, a flat one can be created that is better in terms of its risk and reward trade-off.

 

Investor Professor »

Determining Your Allocation at Retirement

thumbnail for Determining Your Allocation at Retirement There is no strategy for retirement allocation that universally applies to all investors. The best place to start is to determine your needs.

 

CI in the Journal »

CBOE's Volatility Index (VIX)

An explanation of the so-called “fear gauge” and how it has fared in recent years.

 

Beginning Investor »

Asset Classes Defined

thumbnail for Asset Classes Defined The unique characteristics of each asset class lower risk when combined in a portfolio.

 

Stock Screens »

Value on the Move: Screening for Low PEG Ratio Stocks

thumbnail for Value on the Move: Screening for Low PEG Ratio Stocks Two low PEG strategies are outperforming the major stock indexes.

 

Financial Planning »

Grandparents’ Gifting for College Education

thumbnail for Grandparents’ Gifting for College Education Coordination is important, since gifting can impact a grandchild’s ability to get financial aid and have tax consequences.

 

Stock Strategies »

The Importance of Book Value

Why the price-to-book ratio is the most effective measure of valuation.

 

The First Cut »

Stocks With Low Risk/Reward Scores

thumbnail for Stocks With Low Risk/Reward Scores Using Charles Rotblut’s risk/reward scoring system to find stocks.

 

AAII Model Portfolios »

Shadow Stock Portfolio Up 14.9% in 2010

thumbnail for Shadow Stock Portfolio Up 14.9% in 2010 The Shadow Stock Portfolio is posting good returns despite the market’s volatility. Plus, find out why changes were made to the portfolio’s holdings.

 
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