The AAII Journal

July 2004 Issue

Bonds »

Climbing the Ladder: How to Manage Risk in Your Bond Portfolio

by AAII Staff

Staggering the maturities in your bond portfolio can efficiently balance interest rate risk and reinvestment risk. How to create a bond ladder.

Bonds »

Climbing the Ladder: How to Manage Risk in Your Bond Portfolio

by Steven Bohlin

Bonds: Staggering the maturities in your bond portfolio can efficiently balance interest rate risk and reinvestment risk. How to create a bond ladder.

Matter of Opinion »

Adjusting to Reality When Managing a Small-Cap Value Portfolio

by James B. Cloonan

Feature: A quarterly update on the Individual Investor's Shadow Stock Portfolio.

Insurance Products »

Estate Planning and Insurance: Does Premium Financing Make Sense?

by Peter Katt

Insurance Products: Financing permanent life insurance premiums through third-party lenders may not live up to the marketers' promises. Factors to consider before looking at this option.

Portfolio Strategies »

What Are You Really Getting When You Invest in a Hedge Fund?

by William Reichenstein

Portfolio Strategies: Hedge funds are touted for providing strong historical returns and being weakly correlated with the stock market. If it seems too good to be true, it probably is. What you should know about adding hedge funds to your portfolio.

Hot Links »

Hedge Fund Sources On-Line

by AAII Staff

Hot Links: Where to find information and performance figures on hedge funds on the Internet.

Stock Screens »

Strategies End Mid-Year on Upside of a See-Saw Market

by John Bajkowski

AAII Stock Screens: Thirty-four of the 54 strategies tracked on AAII.com showed positive gains for the first half of 2004. A look at the year-to-date winners.

The Markets »

How to Stay on the Right Side of the Market

by Chris Gessel

The Markets: The massive buying power of institutional investors defines bull and bear markets. Once you learn to interpret their buying and selling, you can avoid being on the wrong side of the market. Gauging the market's general direction.

Stock Strategies »

How Many Stocks Do You Need to Be Diversified?

by Daniel J. Burnside , Donald R. Chambers and John S. Zdanowicz

Stock Strategies: It has become conventional wisdom that diversification beyond 10 or 20 securities is unnecessary. But a fresh look at the research indicates you will need many more stocks to be truly diversified.

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