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The AAII Journal

May 2011 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note Last August, while participating in a regulatory panel about the May 6, 2010, "flash crash," it occurred to me how little attention is given to the actual process of buying and selling securities. This is a very important, but often misunderstood, part of investing.

 

Stock Strategies »

How Your Buy and Sell Orders Get Filled

thumbnail for How Your Buy and Sell Orders Get Filled The type, size and timing of an order to buy or sell a security impacts if, when and at what price your transaction gets filled.

 

Financial Planning »

Social Security: Delay or Take the Money and Run—Act II

thumbnail for Social Security: Delay or Take the Money and Run—Act II For most retirees, it makes economic sense to delay taking Social Security benefits until age 66.

 

Portfolio Strategies »

Managing the Mental Aspect of Investing

thumbnail for Managing the Mental Aspect of Investing Investors should consider whether they are being influenced by a good or bad herd behavior and who is on the other side of a trade.

 

Investment Newsletters »

Think Twice, Even Thrice, Before Trading

A study of newsletter advisers found that most would have achieved better returns if they reduced the number of buy and sell transactions.

 

Portfolio Strategies »

Best Practices for Portfolio Rebalancing

thumbnail for Best Practices for Portfolio Rebalancing A strategy that combines regular monitoring with rebalancing at certain thresholds provides a harmony between allocation goals and cost minimization.

 

Retired Investor »

Limiting Required Minimum Distribution Costs

Use retirement account income and transactions to lower the cost of freeing up cash for required minimum distributions.

 

Bonds »

Corporate Bond Analysis: What to Consider

thumbnail for Corporate Bond Analysis: What to Consider Corporate bond investors need to look beyond yield and focus on an issuer’s character, capacity, collateral and conditions.

 

AAII Model Portfolios »

Model ETF Portfolio Versus Benchmark: More Diversification, Similar Returns

thumbnail for Model ETF Portfolio Versus Benchmark: More Diversification,
Similar Returns Real estate has been volatile, but it has added to the Model ETF Portfolio’s diversification without adversely affecting long-term performance.

 
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