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The AAII Journal

March 2015 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note Writing about mutual funds over the years has given me insights into various trends. One of them is the tendency of Fidelity's sector and industry funds to show good five-year annualized performance.

 

Mutual Funds »

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

thumbnail for The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good Four health care funds topped the rankings, helping to make the category the best performer over the past five years.

 

Stock Strategies »

Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed

The benefit or harm of a stock buyback is dependent on several factors, including how it is funded and the alternative uses for the cash.

 

First Cut »

High Buyback Yields

thumbnail for High Buyback Yields These 25 companies are aggressively repurchasing their stock.

 

Portfolio Strategies »

Lessons Learned From Many Years of Investing

thumbnail for Lessons Learned From Many Years of Investing Doing the math, having a good understanding of market and economic history and paying attention to valuations are key to long-term investing success.

 

Portfolio Strategies »

Converting to a Roth IRA Can Minimize RMDs

thumbnail for Converting to a Roth IRA Can Minimize RMDs Gradually converting traditional IRA assets into a Roth IRA can both increase lifetime wealth and reduce the total amount of taxes paid.

 

AAII Model Portfolios »

Dramatic Changes Help and Hurt the Model Fund Portfolio

thumbnail for Dramatic Changes Help and Hurt the Model Fund Portfolio Upward volatility in REITs has been offset by oil-related declines in frontier markets. Both asset classes still look attractive on a long-term basis.

 
Departments
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Cover Articles »

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

Four health care funds topped the rankings, helping to make the category the best performer over the past five years.


Topic Archive

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