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The AAII Journal

April 2015 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note The more you can fight the tendency to focus on short-term financial concerns—and all the commentary and data produced about them—the better off you will be.

 

Portfolio Strategies »

The Importance of Diversification in Retirement Portfolios

thumbnail for The Importance of Diversification in Retirement Portfolios Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.

 

Portfolio Strategies »

Increasing Retirement Withdrawal Rates Through Asset Allocation

thumbnail for Increasing Retirement Withdrawal Rates Through Asset Allocation The optimal equity allocation depends on market valuations, though a fixed 60% stock/40% Treasury bill allocation works well overall.

 

Portfolio Strategies »

Nine Rules for Smarter Investing

thumbnail for Nine Rules for Smarter Investing These guidelines for creating a better investment process are based on Spier’s own experience as a professional fund manager and value investor.

 

Stock Strategies »

Follow the Fed, but Be Smart About It

Small-cap stocks thrive during periods of expansive monetary policy, while returns for large- and small-cap stocks are lower during restrictive periods.

 

Portfolio Strategies »

Rebalancing Update: Retirement Adjustments Necessary

thumbnail for Rebalancing Update: Retirement Adjustments Necessary A retiree following the rebalancing model would have needed to rebalance at the end of 2014 because of the gains in large- and mid-cap stocks.

 

Mutual Funds »

How to Measure the Skills of Your Fund Manager

thumbnail for How to Measure the Skills of Your Fund Manager The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index.

 

AAII Model Portfolios »

Model Shadow Stock Portfolio: Sell Rules Dictate a Change

thumbnail for Model Shadow Stock Portfolio: Sell Rules Dictate a Change One stock was replaced after blowing through both the value and market-capitalization limits. Plus, insight into the portfolio’s performance.

 
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