The AAII Journal
December 2011 Issue
Editor's Note »
Editor's Note
This year's Tax Guide was written in what could turn out to be the eye of a tax legislation storm.
As we went to press, the Joint Select Committee on Deficit Reduction announced its failure to reach a bipartisan agreement. The lack of a compromise has both tax and investment implications.
First Cut »
Greenblatt’s Magic Formula
These 30 stocks had the highest combined ranking based on Joel Greenblatt’s valuation and return on enterprise measures—the two key components of his Magic Formula.
Stock Strategies »
Valuing Young Growth Companies
Valuations for growth companies with limited histories can be performed with this six-step method, but it requires making assumptions about the future.
Portfolio Strategies »
A Balanced Approach: Less Risk, But Lower Potential Return
Combining stocks and bonds reduces volatility by 40% over an all-stock portfolio, but reduces annualized returns by 13.7%.
Features »
The Individual Investor’s Guide to Personal Tax Planning 2011
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
- Briefly Noted
Current news items of interest to individual investors. - Letters
Member questions and comments on recent AAII Journal articles.
- AAII Journal 2011 Index of Articles
A comprehensive listing of the articles that have appeared in the AAII Journal this year.
The Individual Investor’s Guide to Personal Tax Planning 2011
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
