The AAII Journal

July 2015 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note True contrarian investing can be accomplished in a number of ways. But the benefits to investing differently from the crowd are undisputed.

 

Features »

Being a Contrarian Means Thinking Differently

thumbnail for Being a Contrarian Means Thinking Differently Contrarians don’t take the opposite view of the consensus, but think differently, act independently and question assumptions.

 

Portfolio Strategies »

Is Outperforming the Market Alpha or Beta?

thumbnail for Is Outperforming the Market Alpha or Beta? Above-benchmark returns (“alpha”) are often achieved by weighting specific factors, calling into question the cost of active management.

 

Portfolio Strategies »

Proxy Voting for Individual Investors

thumbnail for Proxy Voting for Individual Investors Good corporate governance can improve returns and lower volatility. Guidelines on what to consider when voting your shares.

 

Financial Planning »

Using Annuities for Long-Term Health Care

thumbnail for Using Annuities for Long-Term Health Care Long-term care annuities, confinement care raiders and Medicare-compliant annuities can help cover the costs of long-term care.

 

Investor Professor »

How to Read a 10-K Filing

thumbnail for How to Read a 10-K Filing This annual report, required by the SEC, offers insight into a company’s business and the potential risks shareholders may face.

 

Portfolio Strategies »

Valuation’s Usefulness for Forecasting and Setting Asset Allocation

thumbnail for Valuation’s Usefulness for Forecasting and Setting Asset Allocation Valuation ratios provide useful long-term signals, but are rather useless in the short term and lead to higher transaction costs.

 

AAII Model Portfolios »

Major Rule Change Made to the Model Shadow Stock Portfolio

thumbnail for Major Rule Change Made to the 
Model Shadow Stock Portfolio The maximum price-to-book ratio has been increased. Plus, three stocks were added and a fourth reinvested into.

 
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