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The AAII Journal

June 2012 Issue

Editor's Note »

Editor's Note

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for Member News 2012 Our annual look at member benefits and other association news.

 
Departments
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Cover Article »

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.