2013 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

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

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

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

Stock Screens

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

Bonds

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

CI in the Journal

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

Financial Planning

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

Financial Statement Analysis

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

Analyzing Growth Rates
   by Joe Lan | March 2013

Investor Professor

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

Mutual Funds

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

Portfolio Strategies

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

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

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

Retired Investor

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

Stock Strategies

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