The AAII Journal

October 2012 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note Target date funds have enjoyed strong growth over the past several years. Their assets have jumped from $183 billion in 2007 to $436 billion as of July 2012, according to the Investment Company Institute. There are two big reasons why.

 

Features »

Target Date Funds: A Simple Premise, but Underlying Complexities

thumbnail for Target Date Funds: A Simple Premise, but Underlying Complexities Target date funds offer a single, diversified portfolio that grows more conservative over time, but the simplicity of their pitch masks underlying complexities.

 

Beginning Investor »

Setting Up and Managing Your 401(k)

thumbnail for Setting Up and Managing Your 401(k) Basic guidelines and strategies for setting up and effectively managing your 401(k) retirement plan.

 

Portfolio Strategies »

How Investors Miss Big Profits

thumbnail for How Investors Miss Big Profits Individual investors underperform the mutual funds they invest in, but they can take advantage of psychological behaviors to improve their returns.

 

CI in the Journal »

Gauging Market Direction With Market Breadth Data

These indicators show how many stocks are participating in the market’s movement.

 

Bonds »

Using Bonds Instead of Stocks for Portfolio Income

thumbnail for Using Bonds Instead of Stocks for Portfolio Income Maximizing consistent and predictable cash flow is key for meeting retirement objectives. Municipal bonds can help investors accomplish this.

 

Stock Screens »

Adjusting the Benjamin Graham Enterprising Investor Screen

thumbnail for Adjusting the Benjamin Graham Enterprising Investor Screen This contrarian screen has produced impressive results, but is overly restrictive. A few small revisions make the strategy more useful for the real world.

 

Stock Strategies »

Traits to Look for in Growth Stocks

Earnings per share growth of at least 10% is key, but revenue growth also matters, according to the manager of the oldest growth stock mutual fund.

 

AAII Model Portfolios »

Adherence to Rules Helps Model Shadow Stock Portfolio's Performance

thumbnail for Adherence to Rules Helps Model Shadow Stock Portfolio's Performance Following a consistent, well-defined approach has helped the portfolio achieve an average return of 16.1% over the past 20 years. Plus, see the latest buys and sells.

 
Departments
thumbnail for Target Date Funds: A Simple Premise, but Underlying Complexities
Cover Article »

Target Date Funds: A Simple Premise, but Underlying Complexities

Target date funds offer a single, diversified portfolio that grows more conservative over time, but the simplicity of their pitch masks underlying complexities.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.