The AAII Journal

July 2011 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note I want to personally invite you to this year's AAII Investor Conference. It will be held on November 10–12 in Las Vegas at the brand new Cosmopolitan resort. We have a great list of speakers, including Joel Greenblatt, Sam Stovall and Ken Fisher. Details about the conference can be found here.

 

Features »

Adding Alternative Investments to a Stock/Bond Portfolio

thumbnail for Adding Alternative Investments to a Stock/Bond Portfolio The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.

 

Retired Investor »

Aging’s Adverse Impact on Decision Making

Declines in cognitive capacities can hurt your ability to effectively manage your finances.

 

Financial Planning »

Delaying Retirement, But Not Your Retirement Dreams

thumbnail for Delaying Retirement, But Not Your Retirement Dreams Investors can practice retirement by continuing to work but diverting dollars meant for new retirement savings to pursuing retirement dreams now.

 

Stock Strategies »

Chasing Dividend Yield for Income: Three Reasons to Be Wary

Declines in overall yields may result in dividend strategies failing to provide adequate levels of income for retirees.

 

CI in the Journal »

The Cash Conversion Cycle

Three ratios shed light on how effectively a company converts resources into cash.

 

Mutual Funds »

The Truth About Top-Performing Mutual Fund Managers

thumbnail for The Truth About Top-Performing Mutual Fund Managers Top-performing mutual fund managers will likely underperform their benchmarks at some point, but investors are usually rewarded for sticking with them.

 

Investor Professor »

Corporate Bankruptcy and Your Investments

thumbnail for Corporate Bankruptcy and Your Investments A corporate bankruptcy filing creates tax challenges; here is what you need to know.

 

Stock Screens »

The Matras Increasing Earnings Approach

thumbnail for The Matras Increasing Earnings Approach This strategy identifies companies that have increased earnings for six consecutive quarters and are forecast to continue growing.

 

AAII Model Portfolios »

Shadow Stock Gains Limited by Pause in Small-Cap Stocks

thumbnail for Shadow Stock Gains Limited by Pause in Small-Cap Stocks The Model Shadow Stock Portfolio rose 2% since the last update. Two holdings were replaced with new stocks.

 
Departments
thumbnail for Adding Alternative Investments to a Stock/Bond Portfolio
Cover Article »

Adding Alternative Investments to a Stock/Bond Portfolio

The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.


Topic Archive

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