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The AAII Journal

January 2015 Issue

Editor's Note »

Editor's Note

thumbnail for 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.

 

Features »

AAII Stock Screens 2014 Review: Active Strategies Lag

thumbnail for AAII Stock Screens 2014 Review: Active Strategies Lag 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.

 

Stock Strategies »

Corporate Reinvention and the Creation (or Destruction) of Value

A major setback can occur with change in leadership, but in some cases it can be corrected with a return to the leader’s original vision.

 

Trading Strategies »

A Comprehensive Approach to Covered Call Writing

Focus first on stock or ETF selection, option selection and position management, instead of on dividend capture and tax avoidance strategies.

 

Bonds »

Liquidity: The Hidden Risk in the Municipal Market

thumbnail for Liquidity: The Hidden Risk in the Municipal Market Relatively low liquidity with infrequent trading activity for many muni bonds places an importance on portfolio structure and credit quality.

 

Financial Planning »

What Exactly Do Online Investment Advisory Services Offer?

thumbnail for What Exactly Do Online Investment Advisory Services Offer? In contrast with the moniker of “robo-adviser,” online advisory services vary in the features they offer and how they interact with clients.

 

AAII Model Portfolios »

Two New Stocks Added to the Model Shadow Stock Portfolio

thumbnail for Two New Stocks Added to the Model Shadow Stock Portfolio The latest additions are discussed, along with the portfolio’s 2014 performance and expectations for 2015.

 
Departments
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Cover Articles »

AAII Stock Screens 2014 Review: Active Strategies Lag

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.


Topic Archive

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