2011 AAII Journal Index of Articles
Special Features
The Individual Investor’s Guide to
Personal Tax Planning 2011
by AAII Staff | December 2011
AAII's Best of the Net: 2011 Guide to the Top Investment Web Sites, 15th Edition
by AAII Staff | November 2011
The Individual Investor’s Guide to Exchange-Traded Funds 2011
by AAII Staff | August 2011
The Individual Investor's Guide to The Top Mutual Funds 2011
by AAII Staff | February 2011
The Individual Investor's Guide to Personal Tax Planning for Tax Year 2010
by AAII Staff | January 2011
AAII Model Portfolios
Model Mutual Fund and ETF Portfolios: Waiting for Value and
Small-Cap to Improve
by James B. Cloonan | November 2011
Record Market Volatility Affects Model Shadow Stock Portfolio
by James B. Cloonan | October 2011
Model Mutual Fund and ETF Portfolios: Combined Update, Different Strategies
by James B. Cloonan | August 2011
Shadow Stock Gains Limited by Pause in Small-Cap Stocks
by James B. Cloonan | July 2011
Model ETF Portfolio Versus Benchmark: More Diversification,
Similar Returns
by James B. Cloonan | May 2011
Shadow Stock Portfolio Rewards Investors Who Stayed in Stocks
by James B. Cloonan | April 2011
Model Mutual Fund Portfolio: Revisiting Fund Selection Rules
by James B. Cloonan | March 2011
Shadow Stock Portfolio Makes the Case for Buy and Hold
by James B. Cloonan | January 2011
Stock Screens
Screening for Tomorrow’s Stock Market Winners
by Wayne A. Thorp | October 2011
The Matras Increasing Earnings Approach
by Charles Rotblut | July 2011
Driehaus Screen for Growth and Momentum Stocks
by Wayne A. Thorp | June 2011
Tweedy, Browne: “What Has Worked in Investing”
by Wayne A. Thorp | April 2011
2010 Year-End Screening Review: Across the Board Gains
by Wayne A. Thorp | January 2011
Beginning Investor
What to Watch in Your Portfolio
by Charles Rotblut | October 2011
How Much Is Needed to Start Investing?
by Charles Rotblut | June 2011
Brokerage Accounts: Where to Open One?
by Charles Rotblut | April 2011
Bonds
How to Make Money From Bonds
by Stan Richelson | October 2011
Seeking Tax-Free Income From Closed-End Funds
by Michael Walters | June 2011
Tug of War in the Bond Market
by Marilyn Cohen | June 2011
Corporate Bond Analysis: What to Consider
by Jason Brady | May 2011
How Safe Are Municipal Bonds?
by Annette Thau | March 2011
CI in the Journal
Top Financial Apps
by Wayne A. Thorp | November 2011
The Cash Conversion Cycle
by Wayne A. Thorp | July 2011
Favorite Online Spreadsheet Service
by Wayne A. Thorp | April 2011
Exchange-Traded Funds
The Top ETFs Over Three Years Represent an Eclectic Group
by Charles Rotblut | September 2011
Active Funds and Other Changes in the ETF Industry
by Tom Lydon | August 2011
The Individual Investor’s Guide to Exchange-Traded Funds 2011
by AAII Staff | August 2011
Financial Planning
Magic Numbers: Reduce the Math of Annuities to Simple Arithmetic
by Robert Muksian | October 2011
Aging and Investing: The Risk of Cognitive Impairment
by David Laibson | September 2011
Retirement Spending on Planet Vulcan: Longevity Risk and
Withdrawal Rates
by Moshe A. Milevsky | September 2011
Delaying Retirement, But Not Your Retirement Dreams
by Christine S. Fahlund | July 2011
Social Security: Delay or Take the Money and Run—Act II
by Robert Muksian | May 2011
How to Check Out a Financial Advisor
by Chuck Jaffe | April 2011
First Cut
Greenblatt’s Magic Formula
by John Bajkowski | December 2011
Cash Kings
by John Bajkowski | October 2011
Relative Strength and Positive Surprises
by John Bajkowski | June 2011
Thomsett's Fundamental Tests
by John Bajkowski | April 2011
Hot Links
Websites for Exchange-Traded Funds
by AAII Staff | August 2011
Analyzing Stock and Sector Price Momentum
by Joe Lan | June 2011
Insurance Products
Life Insurance: Managing Premiums and Policy Maturity
by Peter Katt | June 2011
The Role of Inflation-Indexed Annuities
by Paula Hogan | March 2011
Investment Newsletters
Think Twice, Even Thrice, Before Trading
by Mark Hulbert | May 2011
Investor Professor
Corporate Bankruptcy and Your Investments
by Charles Rotblut | July 2011
Mutual Funds
The Truth About Top-Performing Mutual Fund Managers
by Aaron S. Reynolds | July 2011
The Top Funds Over Five Years: Gold, Emerging Markets &
Diversification Lead
by Charles Rotblut | March 2011
Portfolio Strategies
A Balanced Approach: Less Risk, But Lower Potential Return
by Stuart Ritter | December 2011
Balanced Fund Managers Discuss Portfolio Income
by Ned Notzon | September 2011
Adding Alternative Investments to a Stock/Bond Portfolio
by Phil DeMuth | July 2011
Managing the Mental Aspect of Investing
by Meir Statman | May 2011
Best Practices for Portfolio Rebalancing
by Francis M. Kinniry | May 2011
Investing for Retirement Requires a Disciplined Approach
by Jerome Clark | April 2011
The Advantages of Diversification and Rebalancing
by Charles Rotblut | April 2011
Stock Price Movements Are Unpredictable
by Charles Rotblut | March 2011
Retired Investor
Retired Investor: Getting Through Difficult Markets
by Julie Jason | November 2011
Aging’s Adverse Impact on Decision Making
by Charles Rotblut | July 2011
Limiting Required Minimum Distribution Costs
by Charles Rotblut | May 2011
Stock Strategies
Valuing Young Growth Companies
by Aswath Damodaran | December 2011
Master Limited Partnerships: Income From a Unique Structure and Industry
by Kenny Feng | November 2011
Investing in Asia for Dividend Income
by Jesper Madsen | October 2011
Historical Performance and Future Stock Market
Return Uncertainties
by Ed Easterling | September 2011
A Cautionary Note About Robert Shiller’s CAPE
by Stephen E. Wilcox | September 2011
Chasing Dividend Yield for Income: Three Reasons to Be Wary
by Rod Greenshields | July 2011
Using SEC Filings to Identify Risk Factors
by Michelle Leder | June 2011
How Your Buy and Sell Orders Get Filled
by Chris Nagy | May 2011
Four Fundamental Tests Every Stock Investor Should Use
by Michael C. Thomsett | April 2011
Tax Strategies
2010 Tax Guide Update
by Charles Rotblut | February 2011
Trading Strategies
Rules-Based Investing Essential for Stock Investors
by Scott O'Neil | October 2011
Picking the Right Stocks Using Charts
by Michael Kahn | June 2011
