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

- by Charles Rotblut, CFA

Strategies to keep you focused on the long term in the face of tough market conditions.
 

BEHAVIORAL FINANCE

Being a Contrarian Means Thinking Differently

- by Ken Fisher

Contrarians don't take the opposite view of the consensus, but think differently, act independently and question assumptions.
 

BONDS

Why Buy Bonds If Interest Rates Will Rise?

- by Hildy Richelson and Stan Richelson

Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise.
 

FINANCIAL PLANNING

When It's Time to Transfer Financial Decision-Making

- by Robert R. Johnson and David A. Littell

Failing to plan for a transfer of financial responsibilities can undo years of careful plans. Actionable steps to protect you and your heirs.
 

FINANCIAL STATEMENTS ANALYSIS

Valuing a Company Based on Its Revenues

- by Charles Rotblut

The price-to-sales ratio is considered to be one of the "cleanest" valuation multiples; it is also more tied to profit margin than you may realize.
 

FIRST CUT

Stocks With Low Price-to-Book Ratios

- by John Bajkowski

Profitable companies whose price-to-book ratios rank in the bottom 10% of all stocks.
 

INVESTOR PROFESSOR

How to Read a 10-K Filing

- by Charles Rotblut

This annual report, required by the SEC, offers insight into a company's business and the potential risks shareholders may face.
 

MUTUAL FUNDS & EXCHANGE-TRADED FUNDS

The Top ETFs Over Five Years: Health Care Remains on Top

- by Jaclyn McClellan

The health care sector extended its dominance, leading all categories by accounting for all 10 of the best-performing ETFs.
 

PORTFOLIO STRATEGIES

Building a Balanced Portfolio: An Unconventional Allocation

- by Alex Shahidi

A four-asset-class portfolio weighted by volatility performs as well as a traditional 60/40 portfolio, but with less volatility.
 

RETIRED INVESTOR

Stocks: An Underappreciated Asset Class in Retiree Portfolios

- by Stuart Ritter

Even in retirement, it is important to maintain a large allocation to stocks.
 

STOCK STRATEGIES

Simple Methods to Improve the Piotroski F-Score

- by Wesley R. Gray, Ph.D.

Altering the profitability variables, adjusting for net equity issuance and seeking operational momentum can improve this value strategy.