The AAII Journal
January 2015 Issue
Editor's Note »
A report I receive each month helps to put last year's market performance into perspective. S&P Dow Jones Indices' "Market Attributes: Correlation & Dispersion" summarizes how close to being in lockstep stock prices are. It tracks dispersion, a measure of the degree to which components of a market index perform alike or differently.
Stock Strategies »
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Financial Planning »
AAII Model Portfolios »
- Briefly Noted
Current news items of interest to individual investors.
Members write in for clarification on wash-sale rules and comments on when to take Social Security benefits.
Though the Dow and the S&P 500 set record highs, mid-cap and small-cap stocks lagged, contributing to disappointing returns for active strategies.
Below you can view the complete archives of each AAII Journal topic.