The AAII Journal

June 2016 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note The phrase “it’s all relative” can easily be used in a discussion about investing. Relative measurements factor in everything from return anomalies and stock characteristics to assessing valuation.

 

First Cut »

Graham Stocks With a Low Price Relative to Net Current Assets

thumbnail for Graham Stocks With a Low Price Relative to Net Current Assets Applying Ben Graham’s philosophy, 25 profitable companies with cheap valuations made The First Cut.

 

Features »

The Weiss Approach to Value in Blue-Chip Stocks

thumbnail for The Weiss Approach to Value in Blue-Chip Stocks Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.

 

Stock Strategies »

Uses and Misuses of Ben Graham–Style Investing

Buying deep value companies requires being able to cope with some discomfort; those able to can be rewarded for doing so.

 

Stock Strategies »

Micro-Cap Stocks Are Less Widely Followed, Offer Benefits

Micro-cap stocks may require investors to do more of their own research, but part of the payoff is reduced portfolio volatility.

 

Portfolio Strategies »

Why a New Allocation Approach Is Needed

thumbnail for Why a New Allocation Approach Is Needed The traditional way of allocating portfolios costs investors significant wealth and fails to consider how risk actually occurs in the real world.

 

Portfolio Strategies »

Cash Flow and Allocation Strategies for Retirees

thumbnail for Cash Flow and Allocation Strategies for Retirees A reverse mortgage can boost withdrawal rates if used correctly; plus, why index funds can simplify decisions regarding taking withdrawals.

 

Mutual Funds »

A Second Look at How Target Date Funds Change Their Allocations

thumbnail for A Second Look at How Target Date Funds Change Their Allocations These funds, designed to help investors save for retirement, mostly become more conservative with time, but one has turned more aggressive.

 

Member News »

Member News 2016

thumbnail for Member News 2016 Our annual member update highlights enhancements to AAII.com and diverse programming at Local Chapters, along with presenting our yearly financial summary, special member benefits, and academic research awards.

 
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