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The AAII Journal

May 2001 Issue

Features »

An Investor's Guide to Analyzing Exchange-Traded Funds

thumbnail for An Investor's Guide to Analyzing Exchange-Traded Funds Mutual Funds: Tradable funds require greater investor sophistication than ordinary mutual funds because they trade like a stock. The stock dimension may also ignite latent speculative tendencies that might otherwise lie dormant.

 

Features »

An Interview with Edwin Walczak, Portfolio Manager, Vontobel U.S. Value Fund

thumbnail for An Interview with Edwin Walczak, Portfolio Manager, Vontobel U.S. Value Fund Feature: Value investing in bull and bear markets: Staying the investment course with a Warren Buffett-style approach.

 

Features »

Monitoring the Smart Money by Using On-Balance Volume

thumbnail for Monitoring the Smart Money by Using On-Balance Volume Technical Analysis: The OBV tracks the activity of smart money--large traders and investors who have inside details regarding the company's fundamentals--so you can benefit from their information without actually knowing it.

 

Features »

When to Sell a Stock: Practical and Profitable Rules

thumbnail for When to Sell a Stock: Practical and Profitable Rules Stock Selection Strategies: Many investors feel the odds are against them if they sell. The mutual fund industry drums the buy and hold refrain; but growth funds have holding periods of slightly under a year. Rules for selling stock.

 

Features »

IRA Conversions: Older Taxpayers Need to Consider Special Factors

thumbnail for IRA Conversions: Older Taxpayers Need to Consider Special Factors Retirement Plans: Several factors are frequently ignored when individuals try to decide whether to convert a traditional IRA into a Roth IRA, in particular the estate tax consequences.

 

Features »

Screening for Stocks Using the John Templeton Value Approach

thumbnail for Screening for Stocks Using the John Templeton Value Approach Stock Screening: Templeton was the constant comparison shopper--whether it was clothes, furniture, a home, or stocks, he always looked for the best-priced bargains.

 
Cover Article »

An Investor's Guide to Analyzing Exchange-Traded Funds

Mutual Funds: Tradable funds require greater investor sophistication than ordinary mutual funds because they trade like a stock. The stock dimension may also ignite latent speculative tendencies that might otherwise lie dormant.

Cover Article »

An Interview with Edwin Walczak, Portfolio Manager, Vontobel U.S. Value Fund

Feature: Value investing in bull and bear markets: Staying the investment course with a Warren Buffett-style approach.

Cover Article »

Monitoring the Smart Money by Using On-Balance Volume

Technical Analysis: The OBV tracks the activity of smart money--large traders and investors who have inside details regarding the company's fundamentals--so you can benefit from their information without actually knowing it.

Cover Article »

When to Sell a Stock: Practical and Profitable Rules

Stock Selection Strategies: Many investors feel the odds are against them if they sell. The mutual fund industry drums the buy and hold refrain; but growth funds have holding periods of slightly under a year. Rules for selling stock.

Cover Article »

IRA Conversions: Older Taxpayers Need to Consider Special Factors

Retirement Plans: Several factors are frequently ignored when individuals try to decide whether to convert a traditional IRA into a Roth IRA, in particular the estate tax consequences.

Cover Article »

Screening for Stocks Using the John Templeton Value Approach

Stock Screening: Templeton was the constant comparison shopper--whether it was clothes, furniture, a home, or stocks, he always looked for the best-priced bargains.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.