Investing
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Snapshot of a Stock: The Balance Sheet
Successful investing has no secret formula. Since financial statements are basic tools of fundamental analysis, it is important to be able to read and analyze them.
Investing Know-How
Evaluating the Performance Claims of Investment Approaches
Claims about the performance of different stock investment theories are constantly being thrown about. Sometimes it is in the promotion of an investment letter or mutual fund, sometimes in a research summary of a variety of approaches.AAII frequently summarizes the leading investment theories, and in Computerized Investing and Stock Investor Pro we provide formulas for different approaches and sample results over various time periods. We track and present the results of different screens twice a year in the AAII Journal [see the AAII Stock Screens area].
While this research can be of value, it is also important to realize its limitations so that you can place the results in the proper perspective.
As an investor, what you really want to know is how a specific investment approach is going to perform in the context of your own portfolio in the future. Obviously, this information is not going to be available. But you can look at performance research and see if it provides any insight into how the strategy...
Archives »
The Dividend Yield: Stock Mutual Funds and ETFs That Generate Income
Are you looking for an investment that has the potential to produce a growing income stream and long-term capital appreciation along with reasonable risk? Bond funds won’t suffice; their income is a prisoner of prevailing interest rates, and their capital appreciation in the long term is essentially zero, a combination that is exposed to inflation risk.
REITs (real estate investment trusts) come close, but the dividends from REITs...
Investing Articles
- Why Technical Analysis Matters
- Top Charting Web Sites
- State-Based Exchange-Traded Funds
- Donor-Advised Charitable Mutual Funds
- I Savings Bonds
- Munis vs. Taxables: How to Determine the Taxable Equivalent Yield
- Taking Aim at Your Retirement: A Look at Target Date Mutual Funds
- Laddered Bond Portfolios
- The Dividend Puzzle: The Relationship Between Payout Rates and Growth
- Don't Fight the Fed: Interest Rates and their Impact on the Stock Market
- How to Set and Revise Realistic Price Targets for Your Stocks
- Life Cycle Funds
