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2012 AAII Journal Index of Articles

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:
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007

Special Features

The Individual Investor’s Guide to Personal Tax Planning 2013 — Updated
   by AAII Staff | December 2013

AAII’s Best of the Net: 2013 Guide to the Top Investment Websites, 17th Edition
   by AAII Staff | November 2013

Member News 2013
   by AAII Staff | June 2013

The Individual Investor's Guide to the Top Mutual Funds 2013
   by AAII Staff | February 2013

The Individual Investor’s Guide to Personal Tax Planning 2012—Updated
   by AAII Staff | January 2013

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

Building an All-ETF Subset From the Model Fund Portfolio
   by James B. Cloonan | November 2013

The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads
   by James B. Cloonan | October 2013

Frontier Markets Exposure Added to the Model Fund Portfolio
   by James B. Cloonan | August 2013

Three Different Ways to Follow the Model Shadow Stock Portfolio
   by James B. Cloonan | July 2013

A New Fund and Suggested Allocation for the Model Fund Portfolio
   by James B. Cloonan | May 2013

A Look at the Model Shadow Stock Portfolio’s True Risk
   by James B. Cloonan | April 2013

Equal-Weighted ETF Helps Boost Model Fund Portfolio Return
   by James B. Cloonan | March 2013

Higher Prices Prompt Rule Change in the Model Shadow Stock Portfolio
   by James B. Cloonan | January 2013

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

Stock Screens

Finding Winners and Avoiding Losers Among Glamour Stocks
   by John Bajkowski | October 2013

Lowell Miller’s Best Dividend Screen
   by John Bajkowski | June 2013

Combining Quality Growth With Value and Momentum
   by John Bajkowski | April 2013

2012 Year-End Screens Review: Investors Caught in Political Cliffhanger
   by Wayne A. Thorp | January 2013

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

Debunking Stock Investing Myths
   by Charles Rotblut | September 2013

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

Behavioral Finance

The Role of Luck and Skill in Investing
   by Charles Rotblut | September 2013

Five Steps for Gaining Control of Your Investments and Avoiding Mistakes
   by Carl Richards | March 2013

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

Bonds

Defined-Maturity Funds: A Bond Alternative With Compromises
   by Charles Rotblut | October 2013

Should You Maintain an Allocation to Bonds When Current Rates Are Low?
   by Craig Israelsen | May 2013

Why Buy Bonds If Interest Rates Will Rise?
   by Hildy Richelson | May 2013

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 2013

Interpreting the Sharpe Ratio
   by Wayne A. Thorp | May 2013

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: Consumer Spending Makes an Impact
   by Charles Rotblut | September 2013

ETFs and ETNs: Knowing What You Own
   by Neil Leeson | August 2013

The Individual Investor’s Guide to Exchange-Traded Funds 2013
   by AAII Staff | August 2013

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

Social Security Strategies for Couples
   by William Reichenstein | December 2013

Social Security Strategies for Singles
   by William Reichenstein | November 2013

Social Security Basics
   by William Reichenstein | October 2013

Five Steps for Gaining Control of Your Investments and Avoiding Mistakes
   by Carl Richards | March 2013

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

Introduction to Stock Valuation: The Price-Earnings Ratio
   by Joe Lan | September 2013

Taking a Qualitative Look at a Prospective Stock’s Figures
   by Joe Lan | May 2013

Analyzing Growth Rates
   by Joe Lan | March 2013

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

Combining Value and Momentum
   by John Bajkowski | July 2013

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 2013

Insurance Products

The Costs of Owning an Annuity
   by Stan Haithcock | September 2013

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

Investor Professor

How Liquidity Impacts the Attractiveness of an Asset
   by Charles Rotblut | April 2013

Mutual Funds

Money Funds and the Regulators
   by Mike Krasner | June 2013

The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain
   by Charles Rotblut | March 2013

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

My Investment Letter: Words of Advice for My Grandchildren
   by Charles D. Ellis | October 2013

Using the Bucket Approach With Your Retirement Portfolio
   by Christine Benz | October 2013

Diversification’s Role as a Risk-Reduction Tool
   by Charles Rotblut | September 2013

Protect Your Capital: Never Chase High Yield
   by Donald Cassidy | July 2013

Safe Withdrawal Rates and Certainty-Equivalent Spending
   by Druce Vertes | July 2013

Taking Retirement Withdrawals From a Fund Portfolio
   by Charles Rotblut | May 2013

Addendum: Adjusting Retirement Withdrawals for Inflation
   by Charles Rotblut | May 2013

Portfolio Rebalancing: Observations From 25 Years of Data
   by Charles Rotblut | April 2013

Why We Don’t Rebalance
   by Jason Hsu | April 2013

A Pseudo-Life Annuity: Is There a Downside?
   by Robert Muksian | April 2013

An In-Depth Look at the Tax Consequences of Asset Location
   by Kevin Trout | March 2013

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

The Advantages of Charitable Trusts
   by Christine S. Fahlund | October 2013

Determining When to Switch to the RMD
   by Charles Rotblut | June 2013

A Key to a Lasting Retirement Portfolio
   by John Sweeney | April 2013

Allocating for Final Goals
   by Charles Rotblut | July 2012

Stock Strategies

“What Works”: Key New Findings on Stock Selection
   by James O'Shaughnessy | October 2013

Investing’s Odd Couple: Value and Momentum
   by Kevin Truitt | July 2013

The Art of Value Investing
   by John Heins | July 2013

Valuations, Inflation and Real Returns
   by Charles Rotblut | June 2013

Using Seasonal and Cyclical Stock Market Patterns
   by Jeffrey Hirsch | June 2013

Insights on Warren Buffett From His Friend and Editor
   by Charles Rotblut | May 2013

The Liquidity Style: Finding Bargains by Seeking Less Popular Stocks
   by Roger Ibbotson | April 2013

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

Knowing When It’s Time to Sell
   by Michael Kahn | July 2013

Is the AAII Sentiment Survey a Contrarian Indicator?
   by Charles Rotblut | June 2013

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