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The AAII Journal

August 2001 Issue

Mutual Funds »

Financial Check-Up: Figuring Out Your Mutual Fund Portfolio

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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.

 
Cover Article »

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.

Cover Article »

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.

Cover Article »

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.

Cover Article »

An Interview With Charles McQuaid, Portfolio Manager, Liberty Acorn Fund

Feature: Investing in small-cap stocks--leading the pack by not following it.

Cover Article »

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.

Cover Article »

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.

Cover Article »

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.


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