The AAII Journal
February 2000 Issue
Getting Started »
What Every Investor Should Know About Mutual Funds
Stock funds at the top of the performance lists may continue outperforming in the next period. But what is more telling is that bad funds tend to continue to be bad. Mutual fund pearls of wisdom.
Features »
What Every Investor Should Know About Mutual Funds
Mutual Funds: Stock funds at the top of the performance lists may continue outperforming in the next period. But what is more telling is that bad funds tend to continue to be bad. Mutual fund pearls of wisdom.
Features »
A Concession on 'Small Caps' as Micro Caps Stage a Comeback
Opinion: Through much of 1999, it looked as if large-cap stocks would outperform, but the micro-cap stocks came back and beat the S&P 500. Over the long term, micro-cap stocks continue to outperform large-cap stocks by 2% a year.
Features »
College Savings Plans: A Guide to How They Work
Financial Planning: Savings placed in a section 529 account grow tax-deferred until the designated beneficiary withdraws funds to pay for college, at which time accumulated earnings are taxed to the beneficiary at the beneficiary's tax rate.
Features »
Out of Wall Street's Spotlight: Shadow Stocks 2000
Stock Screening: A total of 257 stocks passed the Shadow Stock screens in 2000; however, these screens are only a starting point. AAII continuously presents articles illustrating how to analyze the prospects of specific stocks using secondary screens.
Features »
Shadow Stocks 2000: Characteristics of the Rookies
Stock Screening: Earnings per share growth is one of the main benchmarks used for measuring company performance. But look at year-to-year trends as wells as overall growth to uncover variability and risk.
Features »
An Interview With W. George Greig, Portfolio Manager, William Blair International Growth
Feature: A search for real growth in the international markets.
Features »
Performance Components: Investment Policy Is Key
Investment Newsletters: A portfolio's performance is a function of three factors: investment policy, market timing, and security selection. A study of newsletters indicates which factor contributes the most to a portfolio's bottom line.
Features »
Investment Strategy Claims: Don't Fall Into the Data Mine
Stock Selection Strategies: Data mining is the practice of finding forecasting models by searching through databases for correlations, patterns, or trading rules. But does it offer true predictive abilities?
What Every Investor Should Know About Mutual Funds
Mutual Funds: Stock funds at the top of the performance lists may continue outperforming in the next period. But what is more telling is that bad funds tend to continue to be bad. Mutual fund pearls of wisdom.
A Concession on 'Small Caps' as Micro Caps Stage a Comeback
Opinion: Through much of 1999, it looked as if large-cap stocks would outperform, but the micro-cap stocks came back and beat the S&P 500. Over the long term, micro-cap stocks continue to outperform large-cap stocks by 2% a year.
College Savings Plans: A Guide to How They Work
Financial Planning: Savings placed in a section 529 account grow tax-deferred until the designated beneficiary withdraws funds to pay for college, at which time accumulated earnings are taxed to the beneficiary at the beneficiary's tax rate.
Out of Wall Street's Spotlight: Shadow Stocks 2000
Stock Screening: A total of 257 stocks passed the Shadow Stock screens in 2000; however, these screens are only a starting point. AAII continuously presents articles illustrating how to analyze the prospects of specific stocks using secondary screens.
Shadow Stocks 2000: Characteristics of the Rookies
Stock Screening: Earnings per share growth is one of the main benchmarks used for measuring company performance. But look at year-to-year trends as wells as overall growth to uncover variability and risk.
An Interview With W. George Greig, Portfolio Manager, William Blair International Growth
Feature: A search for real growth in the international markets.
Performance Components: Investment Policy Is Key
Investment Newsletters: A portfolio's performance is a function of three factors: investment policy, market timing, and security selection. A study of newsletters indicates which factor contributes the most to a portfolio's bottom line.
Investment Strategy Claims: Don't Fall Into the Data Mine
Stock Selection Strategies: Data mining is the practice of finding forecasting models by searching through databases for correlations, patterns, or trading rules. But does it offer true predictive abilities?
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
