2012 AAII Journal Index of Articles

Journal Article Index Explanation Splash image

For all of our print-based readers, we present below an index of all of the AAII Journal articles that appeared in their respective years, arranged by category.

Click on the links below to view the article index for the specific year:
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007

Special Features

AAII’s Best of the Net: 2012 Guide to the Top Investment Websites, 16th Edition
   by AAII Staff | November 2012

The Individual Investor’s Guide to Exchange-Traded Funds 2012
   by AAII Staff | August 2012

Member News 2012
   by AAII Staff | June 2012

The Individual Investor's Guide to The Top Mutual Funds 2012
   by AAII Staff | February 2012

AAII Dividend Investing

Introducing AAII Dividend Investing
   by Charles Rotblut | January 2012

AAII Model Portfolios

Revised Model Fund Portfolio: Benchmark Impacted by Cap Weighting
   by James B. Cloonan | November 2012

Adherence to Rules Helps Model Shadow Stock Portfolio's Performance
   by James B. Cloonan | October 2012

Revised Model Fund Portfolio: Combining Mutual Funds and ETFs
   by James B. Cloonan | August 2012

Despite Uncertainty, Model Shadow Stock Portfolio Still Positive for 2012
   by James B. Cloonan | July 2012

Model Mutual Fund and ETF Portfolios: Choosing a Benchmark Isn't Easy
   by James B. Cloonan | May 2012

Model Shadow Stock Portfolio Reaches an All-Time High
   by James B. Cloonan | April 2012

Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns
   by James B. Cloonan | March 2012

Model Shadow Stock Portfolio: Up Modestly During an Atypical Year
   by James B. Cloonan | January 2012

Behavioral Finance

How Investors Miss Big Profits
   by Louis Harvey | October 2012

The Good Investor Rule: Focus on How Not to Lose Money
   by Steven Sears | July 2012

Behavioral Errors Hurt Your Returns
   by Daniel Kahneman | July 2012

Dishonesty, Choices and Investing
   by Charles Rotblut | June 2012

Updating Modern Portfolio Theory for Investor Behavior
   by Greg B. Davies | April 2012

Stock Screens

Constructing Winning Stock Screens
   by John Bajkowski | December 2012

Adjusting the Benjamin Graham Enterprising Investor Screen
   by John Bajkowski | October 2012

Screening for Stocks With Strong Secular Growth
   by John Bajkowski | May 2012

2011 Year-End Screening Review: A Difficult Year for Stocks and Strategies
   by Wayne A. Thorp | January 2012

Beginning Investor

Choosing Between Bonds and Bond Funds
   by Charles Rotblut | December 2012

Setting Up and Managing Your 401(k)
   by Charles Rotblut | October 2012

Managing Your Portfolio in Difficult Markets
   by Charles Rotblut | January 2012

Bonds

Using Bonds Instead of Stocks for Portfolio Income
   by Stan Richelson | October 2012

Bond Strategies for Those Fearful of Inflation
   by Stan Richelson | June 2012

The Diversity of Municipal Bonds and What You Need to Know About Risks
   by Robert Doty | May 2012

Notes on the Current State of the Muni Bond Market
   by Annette Thau | May 2012

CI in the Journal

The Top Financial Apps
   by Wayne A. Thorp | November 2012

Gauging Market Direction With Market Breadth Data
   by Wayne A. Thorp | October 2012

Exchange-Traded Funds

The Top ETFs Over Three Years: Real Estate Dominates
   by Charles Rotblut | September 2012

The Individual Investor’s Guide to Exchange-Traded Funds 2012
   by AAII Staff | August 2012

Using ETFs in a Tough, Sideways-to-Bear Market
   by Max Isaacman | August 2012

Financial Planning

Lump Sum or Annuity: Which Should You Choose at Retirement?
   by Rande Spiegelman | December 2012

Retirement Withdrawals: Can You Base Them on RMDs?
   by Wei Sun | December 2012

Finding the Right Withdrawal Rate: One Key to Portfolio Sustainability
   by Maria Crawford Scott | July 2012

Behavioral Errors Hurt Your Returns
   by Daniel Kahneman | July 2012

Dishonesty, Choices and Investing
   by Charles Rotblut | June 2012

Consumer Financial Protection in the Current Economy
   by Paula Hogan | May 2012

Comparing a Bucket Strategy and a Systematic Withdrawal Strategy
   by Noelle E. Fox | April 2012

18 Recommendations for Minimizing Inheritance Conflict
   by Mark Accettura | April 2012

Financial Statement Analysis

Breaking Down ROE Using the DuPont Formula
   by Joe Lan | December 2012

16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses
   by Joe Lan | September 2012

The Cash Flow Statement: Tracing the Sources and Uses of Cash
   by Joe Lan | July 2012

The Balance Sheet: Assets, Debts and Equity
   by Joe Lan | May 2012

The Income Statement: From Net Revenue to Net Income
   by Joe Lan | March 2012

Introduction to Financial Statement Analysis
   by Joe Lan | January 2012

First Cut

New Edge Stocks
   by John Bajkowski | September 2012

Firms With High Sustainable Growth
   by John Bajkowski | April 2012

Consensus: Stocks That Pass the Most Screens
   by John Bajkowski | January 2012

Hot Links

Websites for Exchange-Traded Funds
   by AAII Staff | August 2012

Insurance Products

A Primer on Insurance Products
   by Peter Katt | July 2012

Life Insurance and Estate Gifting
   by Peter Katt | March 2012

Investment Newsletters

Believing Performance Claims: A Triumph of Hope Over Experience
   by Mark Hulbert | January 2012

Mutual Funds

Target Date Funds: A Simple Premise, but Underlying Complexities
   by Charles Rotblut | October 2012

The Top Funds Over Five Years: Bond Funds Take the Lead
   by Charles Rotblut | March 2012

Portfolio Strategies

Rules of Thumb and Key Phrases: Gleaning the Nuggets of Truth
   by Charles Trzcinka | December 2012

The Permanent Portfolio: Using Allocation to Build and Protect Wealth
   by J.M. Lawson | December 2012

An Investor’s Guide to Smart Beta Strategies
   by Feifei Li | December 2012

How Investors Miss Big Profits
   by Louis Harvey | October 2012

Stocks vs. Bonds: Why and When?
   by Jason Brady | September 2012

The Good Investor Rule: Focus on How Not to Lose Money
   by Steven Sears | July 2012

The Rationale for Investing in Emerging Markets
   by David Hale | July 2012

The Alternative Portfolio: Diversifying Away From a Traditional Allocation
   by Charles Rotblut | June 2012

How to Achieve the Right Asset Allocation
   by Sheldon Jacobs | June 2012

Using Asset Allocation for Protection and Growth
   by Charles Rotblut | June 2012

A Pseudo-Life Annuity: Guaranteed Annual Income for 35 Years
   by Robert Muksian | June 2012

Should You Dollar Cost Average or Lump-Sum Invest?
   by Sam Stovall | April 2012

Using Currencies to Diversify Your Portfolio
   by Axel Merk | April 2012

Updating Modern Portfolio Theory for Investor Behavior
   by Greg B. Davies | April 2012

Portfolio Rebalancing: Diversification, Risk Control and Withdrawals
   by Charles Rotblut | March 2012

The Role of REITs for Long-Term Investors
   by Brad Case | January 2012

Tax Breaks for Contributions of Appreciated Property
   by Julian Block | January 2012

Retired Investor

Allocating for Final Goals
   by Charles Rotblut | July 2012

Stock Strategies

Making Sense of Master Limited Partnership Tax Rules
   by Mary Lyman | November 2012

Traits to Look for in Growth Stocks
   by Robert Bartolo | October 2012

Uncovering Opportunities in a Tumultuous Market
   by Christine Benz | September 2012

The “New” Edge: Characteristics of Winning Stocks
   by Christina Wise | September 2012

Using Quantitative Strategies to Pick Winning Mid-Cap Stocks
   by Charles Rotblut | September 2012

An Insider’s Look at Brokerage Research
   by Mike Mayo | July 2012

Tax Strategies

U.S. Fiscal Uncertainty and Your Portfolio
   by Charles Rotblut | November 2012

Trading Strategies

Charles Dow’s Theory Still Valid for the 21st Century
   by Jack Schannep | September 2012

Money From Momentum: Positive Feedback Can Drive Returns
   by Shelly X. Liang | May 2012

Three Basic Candlestick Formations to Improve Your Timing
   by Michael C. Thomsett | April 2012