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The AAII Journal

May 2013 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note Many AAII members have expressed their concerns to me about what could happen to interest rates in the future. Though every prediction made since the 2008 financial crisis about when the Federal Reserve will raise rates has been premature, sooner or later interest rates will rise. We simply do not know when or by how much.

 
 

Features »

Should You Maintain an Allocation to Bonds When Current Rates Are Low?

thumbnail Should You Maintain an Allocation to Bonds When Current Rates Are Low? Historical data shows an advantage to keeping bonds in a diversified portfolio even when interest rates rise sharply.

 

Features »

Why Buy Bonds If Interest Rates Will Rise?

thumbnail for Why Buy Bonds If Interest Rates Will Rise? Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise.

 

Stock Strategies »

Insights on Warren Buffett From His Friend and Editor

thumbnail for Insights on Warren Buffett From His Friend and Editor The pro-bono editor of Buffett’s annual shareholder letter speaks about his investing and management process.

 

CI in the Journal »

Interpreting the Sharpe Ratio

The Sharpe ratio measures the extent to which investors are compensated for taking on additional risk.

 

Financial Statements »

Taking a Qualitative Look at a Prospective Stock’s Figures

A qualitative assessment of financial data reveals more about a company than what can be gleaned from the financial statements alone.

 

Portfolio Strategies »

Taking Retirement Withdrawals From a Fund Portfolio

thumbnail for Taking Retirement Withdrawals From a Fund Portfolio A portfolio that could have been duplicated by investors is used to demonstrate how to take withdrawals and the potential pitfalls that are encountered.

 

AAII Model Portfolios »

A New Fund and Suggested Allocation for the Model Fund Portfolio

thumbnail for A New Fund and Suggested Allocation for the Model Fund Portfolio CGM Realty Fund (CGMRX) is being replaced, and a new allocation is suggested for those preferring a more conservative portfolio.

 
Departments
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Cover Articles »

Should You Maintain an Allocation to Bonds When Current Rates Are Low?

Historical data shows an advantage to keeping bonds in a diversified portfolio even when interest rates rise sharply.

Why Buy Bonds If Interest Rates Will Rise?

Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise.


Topic Archive

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