The AAII Journal
August 2008 Issue
Financial Planning »
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 »
Stock Strategies »
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 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 »
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 »
Stock Screens »
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 »
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 »
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.
Below you can view the complete archives of each AAII Journal topic.