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The AAII Journal

May 2015 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note The outcome of our portfolios depends in part on luck: the cumulative return of the securities or funds that are invested in and the sequence in which those returns occurred.

 

Portfolio Strategies »

The Sequence in Which Returns Occur Affects Your Wealth

thumbnail for The Sequence in Which Returns Occur Affects Your Wealth The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made.

 

Stock Strategies »

Dividends Are Still Valuable

Not only have dividend-paying stocks realized higher long-term returns, they also tend to rise prior to and after an interest rate increase.

 

Stock Strategies »

How to Analyze Financial Companies

The manager of the T. Rowe Price Financial Services fund explains how the analysis of banks, insurance companies and investment banking firms differs from companies in other sectors.

 

Stock Strategies »

Simple Methods to Improve the Piotroski F-Score

Altering the profitability variables, adjusting for net equity issuance and seeking operational momentum can improve this value strategy.

 

Portfolio Strategies »

How Much Diversification Is Right for You?

thumbnail for How Much Diversification Is Right for You? Be careful about holding too few and too many stocks; seven to 10 stocks can be acceptable for investors willing to accept more volatility.

 

Investor Professor »

Earnings Estimates

thumbnail for Earnings Estimates Earnings surprises and earnings estimates revisions can drive stock price momentum.

 

Insurance Products »

Index Universal Life: The Latest Risky Life Insurance Product

Index universal life policies are being pitched with crediting rates that look to be too good and follow several past problematic products.

 

AAII Model Portfolios »

No Reason to Switch Funds in the Model Fund Portfolio

thumbnail for No Reason to Switch Funds in the Model Fund Portfolio Aston/Fairpointe continues to have one of the highest long-term returns, while none of the competitors to our funds or ETFs justify making a change.

 
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Cover Articles »

The Sequence in Which Returns Occur Affects Your Wealth

The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made.


Topic Archive

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