The AAII Journal

March 2013 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note I will admit that putting a bear's claw marks on the front cover may seem like an odd choice when talking about the five-year performance of mutual funds. Since the current bull market started in March 2009, the average large-cap fund has realized a 108.2% return. The average small-cap fund has fared even better, rising 138.1%.

 

Mutual Funds »

The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain

thumbnail for The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds.

 

Financial Planning »

Five Steps for Gaining Control of Your Investments and Avoiding Mistakes

thumbnail for Five Steps for Gaining Control of Your Investments and Avoiding Mistakes Simple actions you can take now to focus on the things you can control and avoid making common investment mistakes.

 

Financial Statements »

Analyzing Growth Rates

thumbnail for Analyzing Growth Rates Growth can bring more money into a company and drive the stock price higher. Find out how to calculate and analyze growth rates.

 

Portfolio Strategies »

An In-Depth Look at the Tax Consequences of Asset Location

thumbnail for An In-Depth Look at the Tax Consequences of Asset Location Prudently choosing whether to hold an investment in a taxable or in a tax-deferred account can increase your aftertax rate of return.

 

AAII Tax Guide »

2012 Tax Guide Update

This update to our annual tax guide reflects the changes made by the American Taxpayer Relief Act of 2012.

 

AAII Model Portfolios »

Equal-Weighted ETF Helps Boost Model Fund Portfolio Return

thumbnail for Equal-Weighted ETF Helps Boost Model Fund Portfolio Return The inclusion of an equal-weighted S&P 500 ETF helped the Model Fund Portfolio avoid the volatility experienced by its market-cap-weighted peers.

 
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