The AAII Journal

August 2012 Issue

Editor's Note »

Editor's Note

by Charles Rotblut, CFA

We have a big change to announce: James Cloonan has modified the Model Fund Portfolio to hold both mutual funds and exchange-traded funds. The Model Exchange-Traded Fund (ETF) Portfolio has been discontinued in conjunction with this change.

Exchange-Traded Funds »

Using ETFs in a Tough, Sideways-to-Bear Market

by Max Isaacman

ETFs are effective tools for converting strategies into action, but first you have to identify your objectives and tolerance for risk.

Hot Links »

Websites for Exchange-Traded Funds

by AAII Staff

Where to find data as well as prospectuses and other reports on ETFs.

AAII Model Portfolios »

Revised Model Fund Portfolio: Combining Mutual Funds and ETFs

by James B. Cloonan

The Model Fund Portfolio has been revised to take advantage of the unique strengths that mutual funds and exchange-traded funds (ETFs) offer.

Features »

The Individual Investor’s Guide to Exchange-Traded Funds 2012

by AAII Staff

Detailed return information and data on ETFs and ETNs. New to this year’s guide is market performance, which helps identify funds that have traded at a premium or discount to their net asset value.

• Briefly Noted
  Current news items of interest to individual investors.
• Bad Behavior in the Financial Industry
• Target Date Funds Growing in Popularity
• 401(k) Plans Changing, But Not Communication
• From the Bookshelf
• Letters
  Member questions and comments on recent AAII Journal articles.