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The AAII Journal

July 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note John Bogle and Jack Schwager are two names not commonly mentioned in the same sentence. John Bogle started a mutual fund company to offer index funds in 1975 when nobody thought the idea would work. Today, Vanguard is one of the largest fund companies in the world.

 

Mutual Funds »

Common Investor Mistakes and Other Investing Insights

thumbnail for Common Investor Mistakes and Other Investing Insights In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading.

 

Features »

“Market Wizards” Advice: Doing the Uncomfortable Thing

thumbnail for “Market Wizards” Advice: Doing the Uncomfortable Thing Basing trading decisions on what feels emotionally satisfying often leads to the worst portfolio performance.

 

Trading Strategies »

Managing a Portfolio of Covered Calls

As a covered call nears expiration, the option writer can let his stock be called, allow the option to expire worthless or chose to close his position.

 

Beginning Investor »

The Tax Consequences of Investing

thumbnail for The Tax Consequences of Investing Some investment actions cost you money; others reduce out-of-pocket expenditures.

 

Portfolio Strategies »

How Much Small Cap Should Be in Your Portfolio?

thumbnail for How Much Small Cap Should Be in Your Portfolio? Small-cap stocks have historically realized higher returns, but there are reasons why an investor may not want to overweight small-cap stocks.

 

Investor Professor »

Cash Dividend Types, Dates and Taxes

thumbnail for Cash Dividend Types, Dates and Taxes
The various dividend terms all have important implications for your portfolio.

 

Financial Planning »

The Right Type of Life Insurance for Your Estate Planning Needs

thumbnail for The Right Type of Life Insurance for Your Estate Planning Needs Life insurance works well for estate planning because of when benefits are paid and the ability to create wealth for heirs outside of the estate.

 

Stock Screens »

Five Common Traits of Successful Value Screens

thumbnail for Five Common Traits of Successful Value Screens Though investing gurus differ in what they look for in a stock, there are five common traits we see across the AAII value-oriented screens.

 

AAII Model Portfolios »

A New Constraint Added to the Model Shadow Stock Portfolio Rules

thumbnail for A New Constraint Added to the Model Shadow Stock Portfolio Rules A rule eliminating candidates with negative earnings estimates has been formalized. Plus, see the latest transactions.

 
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