The AAII Journal

May 2010 Issue

Editor's Note »

Editor's Note

by Charles Rotblut, CFA

I realize many of you have strong opinions about health care reform, with some of you for it and some of you against it. Yet, as investors, it is important to put political beliefs aside and be cognizant of the changes that Washington is bringing. In the case of health care reform, both new opportunities and pitfalls will emerge.

Features »

Investing in Health Care Reform

by Charles Rotblut, CFA

Health care mutual fund managers reveal which industries could benefit and which could suffer from the new law.

Features »

Health Care Reform's Tax Implications

by Mitchell Freedman

New taxes will be levied by the new law starting in 2013. Read about what those taxes are and what can cause someone to be exposed to them.

AAII Model Portfolios »

Model ETF Portfolio: Real Estate Holdings Boost Performance

by James B. Cloonan

The inclusion of a real estate component is helping the Model ETF Portfolio easily outperform its benchmark.

Portfolio Strategies »

Figuring Taxes on Social Security Benefits

by Julian Block

Investment decisions can impact how much of your Social Security benefits will be taxed.

Insurance Products »

The Pitfalls of Life Settlements

by Peter Katt

Life settlements are often unfavorable due to high commissions and a lack of transparency.

Stock Screens »

Graham's Last Will & Testament

by Wayne A. Thorp, CFA

Benjamin Graham and James Rea's three-criterion system for identifying potential investment candidates is translated into a screen.

Stock Strategies »

Quantitative Strategies for Selecting Stocks

by Richard Tortoriello

The results of more than 1,200 backtests found seven basic favorable factors from which Tortoriello gleaned four quantitative strategies for beating the market.