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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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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.

 
Cover Article »

An Interview With Donald Yacktman, President and Portfolio Manager, Yacktman Fund

Feature: A search for profitable businesses with shares selling at a discount.

Cover Article »

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.

Cover Article »

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.

Cover Article »

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.

Cover Article »

Analyst Earnings Estimates

Reference: Finding earnings forecasts at your library, brokerage firm, or on-line.

Cover Article »

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.

Cover Article »

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.

Cover Article »

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.

Cover Article »

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.


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