The AAII Journal
October 1999 Issue
Asset Allocation »
Asset Allocation and Retirement: Do You Need to Make a Change?
The asset allocation decision should not be based on your age or your stage in life, but rather by your time horizon, your risk tolerance, and your return needs.
Features »
Using Moving Averages in a Systematic Trading Strategy
Technical Analysis: The advantage to using moving averages in a trading system is that you will tend to be on the "right" side of the market. However, you will always be entering or exiting positions after the trend has reversed itself.
Features »
Frequently Asked Questions About Financial Statements
Fundamentals: Additional member questions and answers and the complete financial statement analysis series can be found on the AAII Web site in the section titled "Focus on Financial Statements" in the Stocks Education area.
Features »
Loan-Participation Funds: Broadening Your Bond Portfolio
Mutual Funds: These closed-end funds package participations in senior, secured floating-rate bank loans, and as ultra-short-term bond portfolios, they have virtually no interest-rate risk.
Features »
An Interview With Robert E. Turner, Portfolio Manager, Turner Growth Equity Fund
Feature: A sector-nautral approach to picking large-cap growth stocks.
Features »
There's Gold in Those Hills for Investors Who Are Patient
Small Stocks: For investors in small- and micro-cap stocks, impatience and a day-trader's mentality are the two greatest sins. If you have an itchy trading finger, you can jettison a very successful company out of your portfolio much too early.
Features »
More Tax Considerations for Maximizing Investment Returns
Tax Strategies: Understanding the tax consequences of selling your investment holdings is a necessary first step in making wise investment decisions and requires a clear idea of what you'll end up with when you walk away from the table.
Features »
Roth IRA Distributions: A Review of the Rules
Roth IRAs: Taking money out of your Roth IRA for various reasons and at various times can make a difference as to whether or not you become subject to taxes or penalties. The basic guidelines.
Features »
Asset Allocation and Retirement: Do You Need to Make a Change?
Portfolio Strategies: The asset allocation decision should not be based on your age or your stage in life, but rather by your time horizon, your risk tolerance, and your return needs.
Using Moving Averages in a Systematic Trading Strategy
Technical Analysis: The advantage to using moving averages in a trading system is that you will tend to be on the "right" side of the market. However, you will always be entering or exiting positions after the trend has reversed itself.
Frequently Asked Questions About Financial Statements
Fundamentals: Additional member questions and answers and the complete financial statement analysis series can be found on the AAII Web site in the section titled "Focus on Financial Statements" in the Stocks Education area.
Loan-Participation Funds: Broadening Your Bond Portfolio
Mutual Funds: These closed-end funds package participations in senior, secured floating-rate bank loans, and as ultra-short-term bond portfolios, they have virtually no interest-rate risk.
An Interview With Robert E. Turner, Portfolio Manager, Turner Growth Equity Fund
Feature: A sector-nautral approach to picking large-cap growth stocks.
There's Gold in Those Hills for Investors Who Are Patient
Small Stocks: For investors in small- and micro-cap stocks, impatience and a day-trader's mentality are the two greatest sins. If you have an itchy trading finger, you can jettison a very successful company out of your portfolio much too early.
More Tax Considerations for Maximizing Investment Returns
Tax Strategies: Understanding the tax consequences of selling your investment holdings is a necessary first step in making wise investment decisions and requires a clear idea of what you'll end up with when you walk away from the table.
Roth IRA Distributions: A Review of the Rules
Roth IRAs: Taking money out of your Roth IRA for various reasons and at various times can make a difference as to whether or not you become subject to taxes or penalties. The basic guidelines.
Asset Allocation and Retirement: Do You Need to Make a Change?
Portfolio Strategies: The asset allocation decision should not be based on your age or your stage in life, but rather by your time horizon, your risk tolerance, and your return needs.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
