The AAII Journal
July 2010 Issue
Editor's Note »
Editor's Note
You have, no doubt, seen many ads about planning for retirement. Numerous companies and advisors are more than willing to help you build a retirement nest egg. Yet, saving for retirement is just one part of the process. There is also the decision of what to do with your portfolio at retirement.
Features »
How Much Should You Have in Equities Until Retirement?
A more conservative investment strategy might not do as well as a more aggressive strategy.
Portfolio Strategies »
Allocation in Retirement: A Flat Glide Path Always Make Sense
For any downward sloping glide path of equity allocation once you hit retirement, a flat one can be created that is better in terms of its risk and reward trade-off.
Investor Professor »
Determining Your Allocation at Retirement
There is no strategy for retirement allocation that universally applies to all investors. The best place to start is to determine your needs.
CI in the Journal »
CBOE's Volatility Index (VIX)
An explanation of the so-called “fear gauge” and how it has fared in recent years.
Beginning Investor »
Asset Classes Defined
The unique characteristics of each asset class lower risk when combined in a portfolio.
Stock Screens »
Value on the Move: Screening for Low PEG Ratio Stocks
Two low PEG strategies are outperforming the major stock indexes.
Financial Planning »
Grandparents’ Gifting for College Education
Coordination is important, since gifting can impact a grandchild’s ability to get financial aid and have tax consequences.
Stock Strategies »
The Importance of Book Value
Why the price-to-book ratio is the most effective measure of valuation.
The First Cut »
Stocks With Low Risk/Reward Scores
Using Charles Rotblut’s risk/reward scoring system to find stocks.
AAII Model Portfolios »
Shadow Stock Portfolio Up 14.9% in 2010
The Shadow Stock Portfolio is posting good returns despite the market’s volatility. Plus, find out why changes were made to the portfolio’s holdings.
- Briefly Noted
Current news items of interest to individual investors. - Letters
Member questions and comments on recent AAII Journal articles.
How Much Should You Have in Equities Until Retirement?
A more conservative investment strategy might not do as well as a more aggressive strategy.
Topic Archive
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