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The AAII Journal

April 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note What if you were to ignore the conventional wisdom on retiree portfolio allocations and set about creating a new strategy? What type of allocation would you come up with?

 

Portfolio Strategies »

Reduce Stock Exposure in Retirement, or Gradually Increase It?

thumbnail for Reduce Stock Exposure in Retirement, or Gradually Increase It? Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.

 

Financial Planning »

A More Dynamic Approach to Retirement Spending

thumbnail for A More Dynamic Approach to Retirement Spending Establishing a “ceiling and floor” for portfolio withdrawal rates keeps spending relatively consistent, while remaining responsive to market conditions.

 

Stock Strategies »

Selecting a Valuation Method to Determine a Stock’s Worth

Guidance on when it makes sense to compare a stock’s price to fundamental factors or other companies and when a stock’s absolute value should be calculated instead.

 

Stock Strategies »

Crowdfund Investing: An Exciting New Alternative for Individual Investors

Individual investors may soon get the opportunity to participate in crowdfunded investments. The keys to analyzing platforms and investments.

 

Behavioral Finance »

The Case for Systematic Decision-Making

thumbnail for The Case for Systematic Decision-Making Though human expertise is needed to design models, models perform better than humans because they aren’t subject to behavioral biases.

 

AAII Model Portfolios »

Model Shadow Stock Portfolio Rules Amended and Clarified

thumbnail for Model Shadow Stock Portfolio Rules Amended and Clarified The valuation and market capitalization sell rules have been amended. Plus, the maximum price to pay for new stocks is now listed.

 
Departments
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Cover Articles »

Reduce Stock Exposure in Retirement, or Gradually Increase It?

Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.


Topic Archive

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