The AAII Journal
August 2010 Issue
Editor's Note »
Editor's Note
One of the things I always encourage investors to do is question any opportunity that presents itself. If it is a mutual fund, read the prospectus. If it is an annuity, ask whether the fees and restrictions justify the return and stream of income. If it is a stock or corporate bond, look at the financial statements.
Financial Planning »
Family and Finances: Start the Dialogue
Protecting family wealth involves discussing all aspects of financial planning, including long-term plans, with both parents and children.
Trading Strategies »
The Covered Call: An Income-Generating Options Strategy
Writing covered calls can add extra income to a buy-and-hold strategy, but it limits profits on the underlying stock.
Portfolio Strategies »
Preferred Stocks: An Overlooked Alternative
Preferred stocks can augment income strategies with priority access to dividends, but expose investors to interest rate and credit risk.
Investment Offerings »
Mutual Fund to ETF Conversion
Huntington Asset Advisors wants to convert one of its mutual funds to an ETF.
Stock Screens »
A Technical-Fundamental System for Stock Selection
Momentum and value are combined in this active trading strategy based on Grant Henning’s book, “The Value and Momentum Trader.”
AAII Model Portfolios »
Bear Market Bites Model Fund Portfolio and Stock-Based Mutual Funds
Weakness in May and June hurt the model fund portfolio’s return. Virtually all stock-based mutual funds now have negative three-year returns.
Features »
Financial Metrics Shenanigans
Companies can use financial metrics to mislead investors. Being alert and paying attention to the definitions can expose such tricks.
- Briefly Noted
Current news items of interest to individual investors. - Letters
Member questions and comments on recent AAII Journal articles.
Financial Metrics Shenanigans
Companies can use financial metrics to mislead investors. Being alert and paying attention to the definitions can expose such tricks.
Topic Archive
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