The AAII Journal
May 2001 Issue
Features »
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
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
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
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
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
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.
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.
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.
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.
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.
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.
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.
