2012 AAII Journal Index of Articles

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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

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

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

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