The AAII Journal
October 2009 Issue
Stock Screens »
Finding Value Among the "Lows": The Walter J. Schloss Approach
The name Walter J. Schloss means little to the average investor. But this Benjamin Graham disciple learned his lessons well: From 1956 to 2000, his investment fund earned 15.7% versus the market’s 11.2%, and Warren Buffett has called him a "super" investor. A focus on the elements that drive the Schloss investment philosophy.
Stock Screens »
Adapting a Graham Disciple's Approach: AAII's Walter J. Schloss Screen
How can individual investors implement the Walter J. Schloss approach? A look at AAII's stock screen based on Schloss' stock selection process.
The First Cut »
Stocks on the Move With Price Momentum
A starting point for investors. This issue's focus is on finding stocks with improving relative strength percentage rankings, and the highest prices as a percentage of their 52-week highs.
Features »
The Individual Investor's Guide to Exchange-Traded Funds: 2009
Our annual survey covers over 750 stock and bond exchange-traded funds, plus information on how they work and what you need to know about investing in them.
Hot Links »
Web Sites for Exchange-Traded Funds
You can get up-to-date market and trading information on exchange-traded funds from several comprehensive financial Web sites, as well as the Web sites of the ETF marketers and sponsors.
Offbeat Offerings »
I Savings Bonds
An investor reference for products that are not your typical offering. This issue's focus is on I Savings Bonds--government bonds that pay both a fixed interest rate and an adjustable interest rate that corresponds with the U.S. Consumer Price Index (CPI).
AAII Model Portfolios »
Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits
The Model Shadow Stock Portfolio is on its way to one of its best years ever--up 66.6% through the end of August compared to 15% for the S&P 500. But the portfolio still has not recouped all of its 2008 losses. A good contrarian indicator: many analysts say the market can't possibly go higher.
- Briefly Noted
Current news items of interest to individual investors.
The Individual Investor's Guide to Exchange-Traded Funds: 2009
Our annual survey covers over 750 stock and bond exchange-traded funds, plus information on how they work and what you need to know about investing in them.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
