The AAII Journal

January 2012 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note The two words that can best describe last year are surprise and frustration. The surprises included the Arab Spring, the Japanese disaster, the deaths of despised world and terrorist leaders and Netflix's (NFLX) blundering.

 

Features »

2011 Year-End Screening Review: A Difficult Year for Stocks and Strategies

thumbnail for 2011 Year-End Screening Review: A Difficult Year for Stocks
and Strategies Last year’s market turbulence hurt, with the AAII screens posting a median loss of 3.8%. Twenty-four screens did post gains, however, led by the T. Rowe Price screen.

 

Financial Statements »

Introduction to Financial Statement Analysis

thumbnail for Introduction to Financial Statement Analysis The first article in this new series explains what the income statement, balance sheet and cash flow statement are and how they are interconnected.

 

Investment Newsletters »

Believing Performance Claims: A Triumph of Hope Over Experience

Many advisers may use short-term returns to tout strong performance, but over the long term, a 15% annualized return is the maximum sustainable return.

 

Portfolio Strategies »

The Role of REITs for Long-Term Investors

thumbnail for The Role of REITs for Long-Term Investors Real estate investment trusts (REITs) offer diversification benefits relative to stocks, with correlations decreasing over time.

 

AAII Dividend Investing »

Introducing AAII Dividend Investing

thumbnail for Introducing AAII Dividend Investing AAII Dividend Investing is a new service designed to help you become a more successful dividend stock investor.

 

Portfolio Strategies »

Tax Breaks for Contributions of Appreciated Property

thumbnail for Tax Breaks for Contributions of Appreciated Property Donating appreciated assets to charities not only provides a tax deduction, but it also enables investors to sidestep capital gains taxes.

 

First Cut »

Consensus: Stocks That Pass the Most Screens

thumbnail for Consensus: Stocks That Pass the Most Screens The 23 stocks that pass four or more of the screens tracked on AAII.com.

 

Beginning Investor »

Managing Your Portfolio in Difficult Markets

thumbnail for Managing Your Portfolio in Difficult Markets Strategies to keep you focused on the long term in the face of tough market conditions.

 

AAII Model Portfolios »

Model Shadow Stock Portfolio: Up Modestly During an Atypical Year

thumbnail for Model Shadow Stock Portfolio: Up Modestly During an Atypical Year Though the market did not enjoy its typical pre-election-year rally, the Model Shadow Stock Portfolio ended November with a year-to-date gain.

 
Departments
thumbnail for 2011 Year-End Screening Review: A Difficult Year for Stocks
and Strategies
Cover Article »

2011 Year-End Screening Review: A Difficult Year for Stocks and Strategies

Last year’s market turbulence hurt, with the AAII screens posting a median loss of 3.8%. Twenty-four screens did post gains, however, led by the T. Rowe Price screen.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.