2012 AAII Journal Index of Articles
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
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
Using ETFs in a Tough, Sideways-to-Bear Market
by Max Isaacman | August 2012
The Individual Investor’s Guide to Exchange-Traded Funds 2012
by AAII Staff | 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
Behavioral Errors Hurt Your Returns
by Daniel Kahneman | July 2012
Finding the Right Withdrawal Rate: One Key to
Portfolio Sustainability
by Maria Crawford Scott | July 2012
Dishonesty, Choices and Investing
by Charles Rotblut | June 2012
Consumer Financial Protection in the Current Economy
by Paula Hogan | May 2012
18 Recommendations for Minimizing Inheritance Conflict
by Mark Accettura | April 2012
Comparing a Bucket Strategy and a Systematic Withdrawal Strategy
by Noelle E. Fox | 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 Rationale for Investing in Emerging Markets
by David Hale | July 2012
The Good Investor Rule: Focus on How Not to Lose Money
by Steven Sears | 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
