Best of the AAII Journal
My favorite articles are listed below. In hand-picking the commentaries for this list, I sought out a mix of articles that covered various aspects of investing strategies and portfolio management.
Beginning Investor »
Managing Your Portfolio in Difficult Markets
Strategies to keep you focused on the long term in the face of tough market conditions.
Bonds »
Notes on the Current State of the Muni Bond Market
Muni bond yields are reasonably attractive relative to Treasury yields, and fears about a rise in defaults remain totally misplaced.
Financial Planning »
18 Recommendations for Minimizing Inheritance Conflict
Your estate plan can both leave a lasting legacy of love and prevent disputes, if a combination of psychology, good lawyering and common sense are used.
FINANCIAL STATEMENTS »
Introduction to Financial Statement Analysis
The first article in this new series explains what the income statement, balance sheet and cash flow statement are and how they are interconnected.
THE FIRST CUT »
Firms With High Sustainable Growth
These 30 companies have high return on equity and high earnings retention rates.
Mutual Funds & Exchange-Traded Funds »
The Top Funds Over Five Years: Bond Funds Take the Lead
Out of the 10 top-ranking mutual fund categories, nine are in the bond arena, thanks to falling interest rates and weak five-year returns for stocks.
Portfolio Strategies »
Comparing a Bucket Strategy and a Systematic Withdrawal Strategy
Allocating a portfolio into three buckets for use in specific retirement time periods can help investors feel more confident that their savings will last.
Stock Screens »
2011 Year-End Screening Review: A Difficult Year for Stocks and Strategies
Last year’s market turbulence hurt, with the AAII screens posting a median loss of 3.8%. Twenty-four screens did post gains, however, led by the T. Rowe Price screen.
TRADING STRATEGIES »
Three Basic Candlestick Formations to Improve Your Timing
Three candlestick formations—the abandoned baby, white soldiers and black crows, and the engulfing pattern—can signal changes in price trends.
