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The AAII Journal

March 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note The mutual funds with the best five-year annualized performance are featured here. Though we update this article annually, this year's top fund categories are different from those of the past few years. A calendar shift and five years of recovering stock prices has pushed equity funds and equity fund categories to the top of the rankings.

 

Mutual Funds »

The Top Mutual Funds Over Five Years: Credit the Bull and the Calendar

thumbnail for The Top Mutual Funds Over Five Years: Credit the Bull and
the Calendar Domestic stock and sector funds lead the top performers as a bull market and a calendar shift boosted their five-year returns.

 

Portfolio Strategies »

John Maynard Keynes as an Investor: Timeless Lessons and Principles

thumbnail for John Maynard Keynes as an Investor: Timeless Lessons and Principles A look at Keynes’ evolution from a spectator to a successful value investor and the godfather of behavioral finance.

 

CI in the Journal »

Electronic-Only Service Launches in March

Computerized Investing is being re-launched as a monthly electronic service with a new design, new content and new features.

 

Financial Statements »

Calculating Intrinsic Value With the Dividend Growth Model

thumbnail for Calculating Intrinsic Value With the Dividend Growth Model An estimate of a dividend-paying stock’s fair value can be calculated using accessible data and assumptions with this model.

 

Stock Screens »

Finding Value and Financial Strength Based on “What Works on Wall Street”

thumbnail for Finding Value and Financial Strength Based on “What Works on Wall Street” Using James O'Shaughnessy's recent AAII Journal article as a basis, we identify stocks with favorable valuation, financial strength and earnings quality composite scores.

 

AAII Model Portfolios »

Model Fund Portfolio: Replacing a Closed Fund

thumbnail for Model Fund Portfolio: Replacing a Closed Fund Fidelity OTC (FOCPX) is being added to replace Yacktman Focused (YAFFX). Plus, Jim’s thoughts about closed mutual funds.

 
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