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The AAII Journal

October 2013 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note Next month, we will be holding our 2013 Investor Conference in Orlando. (Visit www.aaii.com/conference for more information). Ahead of the conference, I am including articles from two of the speakers: Christine Benz and James O'Shaughnessy. Christine gives guidance on using a bucket strategy to manage a retirement portfolio.

 

Portfolio Strategies »

Using the Bucket Approach With Your Retirement Portfolio

thumbnail for Using the Bucket Approach With Your Retirement Portfolio By segmenting their portfolios based on when they will need the money, retirees can fulfill both short-term cash and long-term growth requirements.

 

Financial Planning »

Social Security Basics

thumbnail for Social Security Basics In this first article of a new three-part series, the impact of a worker’s retirement age on Social Security benefits is explained.

 

Retired Investor »

The Advantages of Charitable Trusts

Charitable trusts allow you to donate assets, while providing lifetime income for yourself or someone else. They can also reduce estate taxes on appreciated assets.

 

Bonds »

Defined-Maturity Funds: A Bond Alternative With Compromises

thumbnail for Defined-Maturity Funds: A Bond Alternative With Compromises These bond funds terminate near preset dates and can be laddered, but have caveats that should be understood.

 

Stock Strategies »

“What Works”: Key New Findings on Stock Selection

Better and more consistent returns are realized when several factors, such as valuation, financial strength and earnings quality, are used.

 

Stock Screens »

Finding Winners and Avoiding Losers Among Glamour Stocks

thumbnail for Finding Winners and Avoiding Losers Among Glamour Stocks A scoring system designed to identify winning growth stocks by examining profitability, naive extrapolation and accounting conservatism.

 

Portfolio Strategies »

My Investment Letter: Words of Advice for My Grandchildren

thumbnail for My Investment Letter: Words of Advice for My Grandchildren A letter from legendary investor Charles Ellis to his grandchildren, with 12 guidelines for how to become successful long-term investors.

 

AAII Model Portfolios »

The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads

thumbnail for The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads Guidance for reducing the negative impact of spreads. Plus, one stock was sold and two were added to the portfolio.

 
Departments
thumbnail for October 2013 cover article
Cover Articles »

Using the Bucket Approach With Your Retirement Portfolio

By segmenting their portfolios based on when they will need the money, retirees can fulfill both short-term cash and long-term growth requirements.


Topic Archive

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