The AAII Journal
October 1996 Issue
Asset Allocation »
Basic Truths About Asset Allocation: A Consensus View Among the Experts
The widespread consensus among investment professionals reveals basic truths concerning the appropriate asset mix for the typical investor.
Financial Planning »
Keeping Your 401(k) on Track
Most 401(k) plans are composed of mutual funds, where daily scrutiny isn't necessary or even desirable. Quarterly check-ups - a review every three months or so - is more in order. How to monitor your retirement portfolio.
Features »
An Interview With Donald Yacktman, President and Portfolio Manager, Yacktman Fund
Feature: A search for profitable businesses with shares selling at a discount.
Features »
Basic Truths About Asset Allocation: A Consensus View Among the Experts
Feature: The widespread consensus among investment professionals reveals basic truths concerning the appropriate asset mix for the typical investor.
Features »
Taxable vs. Tax-Deferred Accounts
Investment Research: The advantages of tax-deferral are strong & when compounded over long periods, they may overwhelm higher tax rates. When deciding on mutual fund allocation, put the highest pretax-returning fund in the tax-deferred account.
Features »
Using Price-to-Sales Ratios to Screen for Out-of-Favor Stocks
Stock Analysis Workshop: Research suggests that the price-to-sales ratio may be a better determinant of undervalued stocks than price-earnings ratio. Building a screen based on the price-to-sales ratio.
Features »
Analyst Earnings Estimates
Reference: Finding earnings forecasts at your library, brokerage firm, or on-line.
Features »
How Are You Doing? Measuring and Monitoring an Investment Portfolio
Portfolio Strategies Workshop: Evaluating your investment portfolio periodically involves measuring the components and the whole, as well as checking the allocation for rebalancing needs. A case study shows how to carry out these steps.
Features »
A New Route Overseas: Country Indexing With WEBS & CountryBaskets
Mutual Funds Column: New index products give investors another route to investing in individual countries: CountryBaskets and WEBS.
Features »
Tax Law Changes and How They May Affect Your Retirement Plans
Retirement Plans Column: Two bills recently passed by Congress address retirement plans: Understanding how the new tax laws may affect your retirement planning.
Features »
A Look at Style: The Characteristics of Quantitative Approaches
A Matter of Opinion: The rules under a quantitative approach should be specific enough that they could be programmed into a computer, although complete automation is impractical.
An Interview With Donald Yacktman, President and Portfolio Manager, Yacktman Fund
Feature: A search for profitable businesses with shares selling at a discount.
Basic Truths About Asset Allocation: A Consensus View Among the Experts
Feature: The widespread consensus among investment professionals reveals basic truths concerning the appropriate asset mix for the typical investor.
Taxable vs. Tax-Deferred Accounts
Investment Research: The advantages of tax-deferral are strong & when compounded over long periods, they may overwhelm higher tax rates. When deciding on mutual fund allocation, put the highest pretax-returning fund in the tax-deferred account.
Using Price-to-Sales Ratios to Screen for Out-of-Favor Stocks
Stock Analysis Workshop: Research suggests that the price-to-sales ratio may be a better determinant of undervalued stocks than price-earnings ratio. Building a screen based on the price-to-sales ratio.
Analyst Earnings Estimates
Reference: Finding earnings forecasts at your library, brokerage firm, or on-line.
How Are You Doing? Measuring and Monitoring an Investment Portfolio
Portfolio Strategies Workshop: Evaluating your investment portfolio periodically involves measuring the components and the whole, as well as checking the allocation for rebalancing needs. A case study shows how to carry out these steps.
A New Route Overseas: Country Indexing With WEBS & CountryBaskets
Mutual Funds Column: New index products give investors another route to investing in individual countries: CountryBaskets and WEBS.
Tax Law Changes and How They May Affect Your Retirement Plans
Retirement Plans Column: Two bills recently passed by Congress address retirement plans: Understanding how the new tax laws may affect your retirement planning.
A Look at Style: The Characteristics of Quantitative Approaches
A Matter of Opinion: The rules under a quantitative approach should be specific enough that they could be programmed into a computer, although complete automation is impractical.
Topic Archive
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