The AAII Journal
August 2001 Issue
Mutual Funds »
Financial Check-Up: Figuring Out Your Mutual Fund Portfolio
A simple worksheet for your mutual fund portfolio allows you to see what it may generate over time in terms of income, return, and risk. It also allows you to see the trade-offs that can occur with different allocations.
Features »
Financial Check-Up: Figuring Out Your Mutual Fund Portfolio
Mutual Funds: A simple worksheet for your mutual fund portfolio allows you to see what it may generate over time in terms of income, return, and risk. It also allows you to see the trade-offs that can occur with different allocations.
Features »
Do Dividends Still Matter? Yes—And Here's Why
Stock Selection Strategies: Even in the extraordinary market climate of the past several years, dividend actions have been strong predictors of stock-price action. Dividend yields also provide a cushion under prices when stocks go through sinking spells.
Features »
Finding the Winners Among Low Price-to-Book-Value Stocks
Stock Screening: Simple value screens that look only for low prices relative to value tend to produce lists that include a few winners among many losers. One promising new system seeks low-valued stocks that also have solid financials.
Features »
An Interview With Charles McQuaid, Portfolio Manager, Liberty Acorn Fund
Feature: Investing in small-cap stocks--leading the pack by not following it.
Features »
The AAII Beginner's Portfolio: An Annual Performance Review 2001
Feature: While new Nasdaq rules and the switch to decimal pricing have reduced the bid-ask spread, the spread continues to be signficant for smaller-cap stocks, particularly those that have low volume.
Features »
Predicting Short-Term Trends: The Cup-With-Handle Pattern
Technical Analysis: The cup-with-handle is a bullish continuation pattern that is formed by a corrective movement in price--the handle--which follows an upward trend in prices.
Features »
Tax Relief: The New Act and What It Means for Individuals
Tax Strategies: In addition to adopting the largest of the president's 2001 tax cut proposals, Congress included a substantial number of reforms that provide significant increases to the maximum contributions allowed for retirement savings vehicles.
Financial Check-Up: Figuring Out Your Mutual Fund Portfolio
Mutual Funds: A simple worksheet for your mutual fund portfolio allows you to see what it may generate over time in terms of income, return, and risk. It also allows you to see the trade-offs that can occur with different allocations.
Do Dividends Still Matter? Yes—And Here's Why
Stock Selection Strategies: Even in the extraordinary market climate of the past several years, dividend actions have been strong predictors of stock-price action. Dividend yields also provide a cushion under prices when stocks go through sinking spells.
Finding the Winners Among Low Price-to-Book-Value Stocks
Stock Screening: Simple value screens that look only for low prices relative to value tend to produce lists that include a few winners among many losers. One promising new system seeks low-valued stocks that also have solid financials.
An Interview With Charles McQuaid, Portfolio Manager, Liberty Acorn Fund
Feature: Investing in small-cap stocks--leading the pack by not following it.
The AAII Beginner's Portfolio: An Annual Performance Review 2001
Feature: While new Nasdaq rules and the switch to decimal pricing have reduced the bid-ask spread, the spread continues to be signficant for smaller-cap stocks, particularly those that have low volume.
Predicting Short-Term Trends: The Cup-With-Handle Pattern
Technical Analysis: The cup-with-handle is a bullish continuation pattern that is formed by a corrective movement in price--the handle--which follows an upward trend in prices.
Tax Relief: The New Act and What It Means for Individuals
Tax Strategies: In addition to adopting the largest of the president's 2001 tax cut proposals, Congress included a substantial number of reforms that provide significant increases to the maximum contributions allowed for retirement savings vehicles.
Topic Archive
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