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The AAII Journal

August 2008 Issue

Financial Planning »

How to Calculate Your Portfolio's Return

thumbnail for How to Calculate Your Portfolio's Return The question every investor wants to know is: How well am I doing? Although some people are satisfied simply watching the dollars grow, most investors want that translated into a performance figure. A look at two methods.

 

First Cut »

The First Cut: Real Dogs: Pet-Care Stocks

thumbnail for The First Cut: Real Dogs: Pet-Care Stocks A starting point for investors. This issue's focus is on finding stocks in the pet-care industry, an area that some investors believe may be "recession-proof."

 

Stock Strategies »

Measuring Managers' Mettle: A Revealing Investment Gauge

A critical part of the investment evaluation process is gauging management effectiveness, quality, and character. Surprisingly, this is often disregarded by Wall Street. What to look for to determine whether management can be trusted.

 

Investor Professor »

The Bottom Line: How to Calculate Your Portfolio's Return

thumbnail for The Bottom Line: How to Calculate Your Portfolio's Return The question every investor wants to know is: How well am I doing? Although some people are satisfied simply watching the dollars grow, most investors want that translated into a performance figure. A look at two methods for calculating your portfolio's return.

 

Stock Strategies »

How to Nail Down Your Profits: 20 Questions for a Disciplined Approach

thumbnail for How to Nail Down Your Profits: 20 Questions for a Disciplined Approach Much attention is given to studying what to buy, but inadequate energy is devoted to the hold/sell decision. This is backward, since dollars already invested are at more risk than cash not yet invested. How you can implement a disciplined approach to your decisions on whether and when to sell.

 

Offbeat Offerings »

Offbeat Offerings: LEAPS

thumbnail for Offbeat Offerings: LEAPS An investor reference for products that are not your typical offerings. This issue's focus is on Long-Term Equity Anticipation Securities (LEAPS).

 

Stock Screens »

Sorting Out the Winners in the Low Price-to-Book Stock Universe

thumbnail for Sorting Out the Winners in the Low Price-to-Book Stock Universe A mountain of research points to the long-term success of value-based stock selection, and University of Chicago accounting professor Joseph Piotroski further refines the approach, using basic financial criteria to help separate the winners from the losers. A look at our stock screen based on the Piotroski approach.

 

AAII Model Portfolios »

Model Fund Portfolio Update and a Look at How Various Indexes Are Weighted

thumbnail for Model Fund Portfolio Update and a Look at How Various Indexes Are Weighted The Model Mutual Fund Portfolio is down for the year to date at -3.8%, but performing well considering the weak election-year market. Also, a look at the various methods for weighting stocks in indexes - and which one is best.

 

Portfolio Strategies »

Optimizing Your Retirement Income: What Works Best and Why

thumbnail for Optimizing Your Retirement Income: What Works Best and Why Only a small minority of Baby Boomers are accumulating enough savings to provide for their income needs. But those approaching retirement can improve their financial security in retirement, depending on their flexibility and their approach to four big decisions that are under their control.

 
Departments
  • Briefly Noted
    Current news items of interest to individual investors.
  • Letters to the Editor
    Member questions and comments on recent AAII Journal articles.
  • Briefly Noted
    Current news items of interest to individual investors.