The AAII Journal
June 2012 Issue
Editor's Note »
Editor's Note
Asset allocation is a focus in this month's issue, with three articles devoted to the subject.
Why the emphasis? Because how you allocate assets in your portfolio directly determines both the likelihood of achieving your financial goals and the financial risk you take.
Features »
The Alternative Portfolio: Diversifying Away From a Traditional Allocation
This portfolio has different return characteristics than a portfolio of large-cap stocks and long-term Treasuries, but was capable of beating inflation.
Portfolio Strategies »
How to Achieve the Right Asset Allocation
Investors should emphasize making the correct asset allocation and diversification decisions, taking into account personal financial and family factors.
Portfolio Strategies »
Using Asset Allocation for Protection and Growth
Asset allocation involves both protecting assets and preserving purchasing power. Both can be accomplished through a balance of growth and defense.
Bonds »
Bond Strategies for Those Fearful of Inflation
Stronger inflation is the upside case for investors using bond ladders and holding their bonds to maturity, because of higher interest rates to reinvest into.
Portfolio Strategies »
A Pseudo-Life Annuity: Guaranteed Annual Income for 35 Years
Investors can virtually guarantee a lifetime stream of income for their retirement years by creating a ladder of zero-coupon Treasury bonds.
Financial Planning »
Dishonesty, Choices and Investing
The financial industry’s bad incentive structure leads to higher costs, but investors can counteract dishonesty simply by asking direct questions.
Member News »
Member News 2012
Our annual look at member benefits and other association news.
- Briefly Noted
Current news items of interest to individual investors. - Letters
Member questions and comments on recent AAII Journal articles.
The Alternative Portfolio: Diversifying Away From a Traditional Allocation
This portfolio has different return characteristics than a portfolio of large-cap stocks and long-term Treasuries, but was capable of beating inflation.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
