The AAII Journal

October 2011 Issue

Editor's Note »

Editor's Note

by Charles Rotblut, CFA

Investing ultimately comes down to math. How much do you need to save? How long will your savings last once you start taking withdrawals? The answers can all be determined by running mathematical formulas.

Financial Planning »

Magic Numbers: Reduce the Math of Annuities to Simple Arithmetic

by Robert Muksian

Magic numbers are used in shortcuts that help you calculate portfolio growth, how long your savings will last and how much you can withdraw.

Beginning Investor »

What to Watch in Your Portfolio

by Charles Rotblut, CFA

Developments that impact the long-term attractiveness of an investment are more important to monitor than merely performance alone.

Stock Strategies »

Investing in Asia for Dividend Income

by Jesper Madsen, CFA and Charles Rotblut , CFA

Going overseas for income can give exposure to stronger dividend growth. This fund manager explains what to look for when analyzing Asian stocks.

First Cut »

Cash Kings

by John Bajkowski

A starting point for investors. This issue’s focus is on finding companies with high levels of net cash per share relative to their share prices.

Trading Strategies »

Rules-Based Investing Essential for Stock Investors

by Scott O'Neil

Successful investing requires a disciplined approach to stock selection, buying, selling and portfolio management.

Bonds »

How to Make Money From Bonds

by Stan Richelson and Hildy Richelson

Utilizing a bond ladder while paying attention to the yield curve can help you create a portfolio for achieving your financial goals

Stock Screens »

Screening for Tomorrow’s Stock Market Winners

by Wayne A. Thorp, CFA

Potential future winning stocks have nine characteristics, according to Marc Reinganum. This strategy finds such stocks.

AAII Model Portfolios »

Record Market Volatility Affects Model Shadow Stock Portfolio

by James B. Cloonan

High levels of volatility caused the portfolio to show a year-to-date loss at the end of August. Read about the latest changes and see James’ latest commentary.