By Charles Rotblut, CFA
Simpler solutions often work better than complex ones.
This is a statement I believe applies to investing. Though some complexity is inevitable, the degree to which it is needed is far less than some in the investment industry would have you believe.
Consider asset allocation. Mathematically, it is possible to determine the proper mix of assets to achieve an optimum level of volatility for a desired return, and vice versa. For most investors, having a portfolio that sits right on the efficient frontier (where risk and return are optimally balanced) is nowhere near as important as it is to have a portfolio they understand and can stick with.
Free to members and published 12 times a year, the AAII Journal provides you with a continuing stream of insight and ideas that focus on how you can improve your investment results. Unlike most magazines, the AAII Journal is unbiased, educational and contains no advertising.
Below you can review the types of articles and topics we offer or, better yet, sign up for a FREE copy of the AAII Journal on the right of this page.
Guidance on implementing a bucket strategy in a real world portfolio, including portfolios with more than one type of account.
July FEATURED ARTICLES
By Wayne A. Thorp, CFA and John Bajkowski
The Shadow Stock strategy was designed to identify small, neglected and underpriced stocks. Its rules have evolved as research has highlighted additional promising techniques.
By AAII Staff
Instructions on how to use the Shadow Stock strategy in your own portfolio.
By Sita Nataraj Slavov , John B. Shoven and Jason Scott
Postponing retirement by even just one year can boost a couple’s annual inflation-adjusted retirement income by 6.5% to 8.0%.
By John Bajkowski
The 22 stocks passing four or more AAII Stock Ideas strategies.
By Jaclyn N. McClellan
The primary profit and cash measures for REITs are NOI and FFO. Learn what they encompass and how to analyze them.
By Larry Swedroe
Alternative investments such as reinsurance and marketplace lending provide diversification through exposure to different forms of risk.
Current news items of interest to individual investors.
Members share their opinions on grasshopper versus ant behavioral traits, asset allocation and rebalancing, and quantifying the value retirement accounts.