The AAII Journal
April 1998 Issue
Mutual Funds »
Beyond the Numbers: Getting to Know a Manager
At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.
Features »
Beyond the Numbers: Getting to Know a Manager
Mutual Funds Workshop: At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.
Features »
How to Calculate the Return on your Portfolio
Porftolio Strategies Workshop: For portfolios with significant additions or withdrawals, determining the return can be complex, and the approach used depends in part on what you are trying to measure.
Features »
An Interview With Wallace R. Weitz, Portfolio Manager, Weitz Series Value Fund
Feature: Searching for sustainable growth at a discount using a businessman´s view of company value.
Features »
Inflation-Indexed Treasuries: How Good Are They?
Feature: Inflation-indexed Treasuries were designed to protect fixed-income investors from inflation, but the way in which they are taxed decreases the protection, and investors need to be aware of the limitations.
Features »
Beneficiary Designations and Required Minimum Distributions
Retirement Plans Column: To properly plan for retirement distributions, you need to navigate around complex IRS rules on required minimum distributions and designated beneficiaries. Guidelines to help avoid costly mistakes.
Features »
Just How Important Are Newsletters' Telephone Hotlines?
Investment Newsletters Column: Investors seem to prefer newsletters that have hotlines. But do newsletters with hotlines perform any better than those without? A look at the numbers.
Features »
Life Insurance Issues and The Proposed Tax Law Changes
Insurance Products Column: The usefulness of some life insurance products may be affected by tax law changes that may or may not be passed. What to do in the face of uncertainty.
Features »
A Combination Approach: Screens for Value on the Move
Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.
Beyond the Numbers: Getting to Know a Manager
Mutual Funds Workshop: At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.
How to Calculate the Return on your Portfolio
Porftolio Strategies Workshop: For portfolios with significant additions or withdrawals, determining the return can be complex, and the approach used depends in part on what you are trying to measure.
An Interview With Wallace R. Weitz, Portfolio Manager, Weitz Series Value Fund
Feature: Searching for sustainable growth at a discount using a businessman´s view of company value.
Inflation-Indexed Treasuries: How Good Are They?
Feature: Inflation-indexed Treasuries were designed to protect fixed-income investors from inflation, but the way in which they are taxed decreases the protection, and investors need to be aware of the limitations.
Beneficiary Designations and Required Minimum Distributions
Retirement Plans Column: To properly plan for retirement distributions, you need to navigate around complex IRS rules on required minimum distributions and designated beneficiaries. Guidelines to help avoid costly mistakes.
Just How Important Are Newsletters' Telephone Hotlines?
Investment Newsletters Column: Investors seem to prefer newsletters that have hotlines. But do newsletters with hotlines perform any better than those without? A look at the numbers.
Life Insurance Issues and The Proposed Tax Law Changes
Insurance Products Column: The usefulness of some life insurance products may be affected by tax law changes that may or may not be passed. What to do in the face of uncertainty.
A Combination Approach: Screens for Value on the Move
Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
