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The AAII Journal

November 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note By the time you read this, I will have been at AAII for five years. Though a personal milestone for me, in AAII terms, it's not very long. I continue to rank in the bottom third in terms of seniority. My predecessor, Maria Crawford Scott, worked at AAII for 26 years before retiring.

 

CI in the Journal »

Best of the Web

The Best of the Web is being transformed into a new six-segment series in Computerized Investing.

 

Features »

Investment Wisdom From Wall Street’s Legends

thumbnail for Investment Wisdom From Wall Street’s Legends Successful investors seek out undervalued stocks, and often ones that have negative sentiment, reflect special situations or are covered by few analysts.

 

Insurance Products »

What Is a Longevity Annuity?

Longevity annuities provide a guaranteed source of income starting at a future date. One type, QLACs, can now be held in 401(k) plans.

 

Stock Strategies »

A Strategy Millennial Investors Can Use to Beat the Market

Millennial investors can beat the market by creating portfolios that are different than the markets using five criteria.

 

First Cut »

Patrick O’Shaughnessy’s Millennial Investor Strategy

thumbnail for Patrick O’Shaughnessy’s Millennial Investor Strategy The 25 best-ranking stocks identified by Patrick O’Shaughnessy’s strategy.

 

Behavioral Finance »

Trading More Frequently Leads to Worse Returns

thumbnail for Trading More Frequently Leads to Worse Returns The stocks investors buy, on average, underperform the ones they sell due to behavioral errors, such as overconfidence.

 

Mutual Funds »

Selecting Active Equity Mutual Funds: Don’t Get Caught in the Middle

thumbnail for Selecting Active Equity Mutual Funds: Don’t Get Caught in the Middle Mutual funds with market-beating performance tend to be highly active, hold relatively fewer stocks and are of smaller size.

 

Financial Planning »

Avoid the Top 10 Mistakes Made With Beneficiary Designations

thumbnail for Avoid the Top 10 Mistakes Made With Beneficiary Designations These 10 mistakes can derail well-intentioned estate plans and result in unintended consequences for your estate and your heirs.

 

AAII Model Portfolios »

Replacing a Mutual Fund With an ETF in the Model Fund Portfolio

thumbnail for Replacing a Mutual Fund With an ETF in the Model Fund Portfolio One mutual fund has been removed because of its expense and performance and is being replaced with an IPO-focused ETF.

 
Departments
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Cover Articles »

Investment Wisdom From Wall Street’s Legends

Successful investors seek out undervalued stocks, and often ones that have negative sentiment, reflect special situations or are covered by few analysts.


Topic Archive

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