The AAII Journal
July 2007 Issue
Getting Started »
A real estate investment trust (REIT) is a corporation or trust that purchases and manages income property and/or mortgage loans. Any investor looking to add real estate to a portfolio for diversification purposes may find REITs an attractive option. Find out the pros and cons of investing in REITs.
Portfolio Strategies »
Over the long run, returns on value stocks have exceeded returns on growth stocks. The raging debate in the financial community is: Why? And can investors actually profit from this value tilt? A look at the competing explanations and their implications for investors.
Offbeat Offerings »
Stock Screens »
Most AAII stock screens are outperforming the broad market indexes. The Benjamin Graham Defensive Non-Utility screen is at the top of the first-half performance list, with a year-to-date gain of 35.4%. The O'Shaughnessy Tiny Titans screen tops the long-term list, with a cumulative gain of 3,290.9% since the start of 1998.
AAII Model Portfolios »
The market creeps gradually upward, as does the AAII Model Shadow Stock Portfolio. If the market continues at its current pace for the balance of the year, we will have the normal "year before the election" return of around 23%. On the bearish side, inflation is still a concern; on the bullish side, there now are a number of bearish analysts.
Hot Links »
First Cut »
A starting point for investors. This issue's focus is on companies with strong and consistent sales growth that they are able to convert into above-average profits, and that remain attractively valued.
Understand the many meanings of yield for bond and fund investors.
Below you can view the complete archives of each AAII Journal topic.