The AAII Journal
October 2012 Issue
Editor's Note »
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
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)
Basic guidelines and strategies for setting up and effectively managing your 401(k) retirement plan.
Portfolio Strategies »
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
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
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
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.
- Briefly Noted
Current news items of interest to individual investors. - Letters
Member questions and comments on recent AAII Journal articles.
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
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