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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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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?

thumbnail for 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.

 
Cover Article »

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.

Cover Article »

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.

Cover Article »

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.

Cover Article »

An Interview With Robert E. Turner, Portfolio Manager, Turner Growth Equity Fund

Feature: A sector-nautral approach to picking large-cap growth stocks.

Cover Article »

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.

Cover Article »

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.

Cover Article »

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.

Cover Article »

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

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