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The AAII Journal

December 2011 Issue

Editor's Note »

Editor's Note

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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.

 
Departments
thumbnail for The Individual Investor’s Guide to 
Personal Tax Planning 2011
Cover Article »

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.