The AAII Journal
July 2011 Issue
Editor's Note »
Editor's Note
I want to personally invite you to this year's AAII Investor Conference. It will be held on November 10–12 in Las Vegas at the brand new Cosmopolitan resort. We have a great list of speakers, including Joel Greenblatt, Sam Stovall and Ken Fisher. Details about the conference can be found here.
Features »
Adding Alternative Investments to a Stock/Bond Portfolio
The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.
Retired Investor »
Aging’s Adverse Impact on Decision Making
Declines in cognitive capacities can hurt your ability to effectively manage your finances.
Financial Planning »
Delaying Retirement, But Not Your Retirement Dreams
Investors can practice retirement by continuing to work but diverting dollars meant for new retirement savings to pursuing retirement dreams now.
Stock Strategies »
Chasing Dividend Yield for Income: Three Reasons to Be Wary
Declines in overall yields may result in dividend strategies failing to provide adequate levels of income for retirees.
CI in the Journal »
The Cash Conversion Cycle
Three ratios shed light on how effectively a company converts resources into cash.
Mutual Funds »
The Truth About Top-Performing Mutual Fund Managers
Top-performing mutual fund managers will likely underperform their benchmarks at some point, but investors are usually rewarded for sticking with them.
Investor Professor »
Corporate Bankruptcy and Your Investments
A corporate bankruptcy filing creates tax challenges; here is what you need to know.
Stock Screens »
The Matras Increasing Earnings Approach
This strategy identifies companies that have increased earnings for six consecutive quarters and are forecast to continue growing.
AAII Model Portfolios »
Shadow Stock Gains Limited by Pause in Small-Cap Stocks
The Model Shadow Stock Portfolio rose 2% since the last update. Two holdings were replaced with new stocks.
- Briefly Noted
Current news items of interest to individual investors. - Letters
Member questions and comments on recent AAII Journal articles.
Adding Alternative Investments to a Stock/Bond Portfolio
The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
