2004 AAII Journal Index of Articles

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AAII Model Portfolios

Why Well-Designed Portfolios Don't Depend on Cap Size and Style Categories
by James B. Cloonan | February 2004

AAII Model Portfolios, Small Cap Value Investing

What's UP? AAII's Shadow Stock Portfolio
by James B. Cloonan | January 2004

AAII Stock Ideas

Screening for Value Using the Fundamental Rule of Thumb
by John Bajkowski | November 2004

AAII Stock Ideas, ADRs, Investing Gurus

Overseas Investing at Home: Screening for Reasonably Priced ADRs
by John Bajkowski | May 2004

AAII Stock Ideas, Dividends

Keep the Dividends Flowing: Screening for DRPs
by Wayne A. Thorp | June 2004

The Weiss Approach: Finding Value in Dividend-Paying Blue Chips
by John Bajkowski | April 2004

AAII Stock Ideas, Growth Investing

The Best of Both Worlds: Value on the Move Screens
by Wayne A. Thorp | September 2004

The Zweig Approach: Growth Stocks That Can Keep Pace
by Wayne A. Thorp | February 2004

Winners and Losers in the 2003 Performance Race
by John Bajkowski | January 2004

AAII Stock Ideas, Investing Gurus

Screening for Triggers: Revised Earnings Estimates
by John Bajkowski | October 2004

Tracking the Smart Money: Screening for Insider Activity
by Wayne A. Thorp | August 2004

Strategies End Mid-Year on Upside of a See-Saw Market
by John Bajkowski | July 2004

Asset Allocation, Portfolio Strategies, Retired Investor

Maintaining the Flow: Will Foreign Stocks Help Your Retirement Portfolio?
by Carl M. Hubbard | May 2004

Retiree Stock Allocation Recommendations: Do You Fit the "Mold"?
by William Reichenstein | February 2004

Bonds

How to Buy International Bonds and Funds
by Annette Thau | August 2004

Climbing the Ladder: How to Manage Risk in Your Bond Portfolio
by Steven Bohlin | July 2004

Climbing the Ladder: How to Manage Risk in Your Bond Portfolio
by Steven Bohlin | July 2004

Foreign Interest: A Closer Look at the International Bond Markets
by Annette Thau | May 2004

Inflation Protection: I Savings Bonds
by AAII Staff | February 2004

TIPS for Inflation-Proofing Your Portfolio: A Guide to Inflation-Indexed Securities
by Annette Thau | February 2004

TIPS for Inflation-Proofing Your Portfolio: A Guide to Inflation-Indexed Securities
by AAII Staff | February 2004

Broker Guide 2004

Cut Your Costs With AAII's Discount Broker Survey 2004
by Jean Henrich | February 2004

Computerized Investing

AAII.com: Comprehensive Guide to ETFs
by AAII Staff | November 2004

Computer Systems for the Individual Investor
by Wayne A. Thorp | November 2004

Editor's Outlook
by John Bajkowski | November 2004

Feature: Computer Systems for the Individual Investor
by Wayne A. Thorp | November 2004

Feature: Editors' Top Picks in Investing Products
by CI Staff | November 2004

Messages: What Members Are Asking On-Line
by CI Staff | November 2004

On the Internet: Retirement Planning Web Sites
by CI Staff | November 2004

Update: New Computer Investing Products
by CI Staff | November 2004

AAII.com: Top Web Sites
by AAII Staff | September 2004

Comparison: Comprehensive Investment Web Sites
by John Bajkowski | September 2004

Comprehensive Web Sites
by John Bajkowski | September 2004

Editor's Outlook
by John Bajkowski | September 2004

Messages: What Members Are Asking On-Line
by CI Staff | September 2004

On the Internet: Webcasting
by CI Staff | September 2004

Update: New Computer Investing Products
by CI Staff | September 2004

AAII.com: InvestingPathways.com
by AAII Staff | July 2004

Comparison: On-Line Portfolio Managers
by John Bajkowski | July 2004

Editor's Outlook
by John Bajkowski | July 2004

Messages: What Members Are Asking On-Line
by CI Staff | July 2004

On the Internet: Portfolio Optimization Sites
by CI Staff | July 2004

On-Line Portfolio Managers
by John Bajkowski | July 2004

Update: New Computer Investing Products
by CI Staff | July 2004

Comparison: Web-Based Stock Screening Services
by John Bajkowski | May 2004

Editor's Outlook
by John Bajkowski | May 2004

Messages: What Members Are Asking On-Line
by CI Staff | May 2004

On the Internet: Options Web Sites
by CI Staff | May 2004

Update: New Computer Investing Products
by CI Staff | May 2004

Discount Broker Survey On-Line
by AAII Staff | March 2004

Editor's Outlook
by John Bajkowski | March 2004

Messages: What Members Are Asking On-Line
by CI Staff | March 2004

On the Internet: Tax Preparation Resources
by CI Staff | March 2004

Update: New Computer Investing Products
by CI Staff | March 2004

AAII's New Model Portfolios
by AAII Staff | January 2004

Comparison: On-Line Discount Brokers
by CI Staff | January 2004

Editor's Outlook
by John Bajkowski | January 2004

Messages: What Members Are Asking On-Line
by CI Staff | January 2004

Update: New Computer Investing Products
by CI Staff | January 2004

Computerized Investing, Dividends

Implementing a Dividend Yield Screen
by Wayne A. Thorp | July 2004

Computerized Investing, Investing Gurus

AAII.com: Tracking Successful Investors
by AAII Staff | May 2004

The Foolish 8 Small-Cap Screen
by Wayne A. Thorp | January 2004

Dividends, Stock Strategies

Investing in DRPs: A Guide to Dividend Reinvestment Plans 2004
by AAII Staff | June 2004

The Importance of Dividends in a Low-Return Environment
by John Snare | April 2004

Dividends, Tax Strategies

Good News/Bad News: For Dividends, New Tax Law Means Lower Rates But More Headaches
by Ellen J. Boling | April 2004

Estate Planning, Insurance Products

Estate Planning and Insurance: Does Premium Financing Make Sense?
by Peter Katt | July 2004

Exchange-Traded Funds

On the Internet: Exchange-Traded Funds
by CI Staff | January 2004

Feature, Guide, Top Web Sites

AAII's Guide to the Top Investment Web Sites, 8th Edition, 2004
by AAII Staff | September 2004

Feature, Technical Analysis

Feature: Investor Sentiment as a Contrarian Indicator
by Wayne A. Thorp | September 2004

Financial Planning

Surviving a Loss: Financial Planning for Widows and Widowers
by Mark Colgan | August 2004

From the Archives, Sell Rules, Stock Strategies

When to Sell and Nail Down Your Profits—While You Still Have Them
by William J. O'Neil | January 2004

From the Archives, Stocks

The Big Picture: How to Decipher What the Market Is Saying
by William J. O'Neil | April 2004

From the Archives, The Markets

The Big Picture: How to Decipher What the Market Is Saying
by William J. O'Neil | April 2004

Getting Started

From the SEC: Micro-Cap Fraud
by AAII Staff | August 2004

The Basics: What Is the Over-the-Counter Market?
by AAII Staff | August 2004

Getting Started, Stock Strategies

Navigating Through EDGAR: What to Look for on the SEC Web Site
by John Deysher | September 2004

Hot Links

Web Sites for Economic Data
by AAII Staff | November 2004

Web Sites for Exchange-Traded Funds
by AAII Staff | October 2004

Websites for Exchange-Traded Funds
by AAII Staff | October 2004

Web Sites for Insider Trading
by AAII Staff | August 2004

Hedge Fund Sources On-Line
by AAII Staff | July 2004

529 Savings Plans Info On-Line
by AAII Staff | June 2004

Retirement Spending Calculators
by AAII Staff | May 2004

Where to Get Investment Information on Emerging Markets
by AAII Staff | April 2004

How to Check Out a Broker
by AAII Staff | February 2004

Industry Spotlight

Keep on Trucking: Sunlight or Headlights at the End of the Tunnel?
by Stephen E. Kylander | May 2004

Insurance Products

No-Lapse Premium Guarantee Policies: The Risks Revealed
by Peter Katt | November 2004

Investing Basics, Stock Strategies, Stocks

Your Order Please: A Guide to the Different Ways to Buy and Sell Securities
by John Deysher | April 2004

Investment Newsletters

Investor Sentiment Indicators: Quite Contrary?
by Mark Hulbert | September 2004

Performance Guides: The Longer the Track Record, The Sharper the Image
by Mark Hulbert | June 2004

Matter of Opinion

Model Fund Portfolio Update: How to Deal With the Issue of Fund Closings
by James B. Cloonan | August 2004

Matter of Opinion, Small Cap Value Investing

Model Shadow Stock Portfolio: A Quarterly Review
by James B. Cloonan | October 2004

Adjusting to Reality When Managing a Small-Cap Value Portfolio
by James B. Cloonan | July 2004

AAII's Shadow Stock Portfolio: An Update
by James B. Cloonan | April 2004

Mutual Funds

Allocation Over Time: Life Cycle Mutual Funds
by John Markese | November 2004

Tailoring Your Allocation to the Stage You're In With Life Cycle Funds
by AAII Staff | November 2004

The Individual Investor's Guide to Exchange-Traded Funds, 2nd Edition
by Maria Crawford Scott | October 2004

Gimme (Tax) Shelter: Protecting Your Income Using Municipal Bond Funds
by John Markese | June 2004

The Emerging Markets Re-Emerge: Funds Get Hot Again
by John Markese | April 2004

Scandal! What Should You Do With Your Funds?
by Harold Evensky | January 2004

Portfolio Manager Interview

An Interview With Richard F. Aster Jr., Portfolio Manager, Meridian Growth Fund
by Maria Crawford Scott | May 2004

An Interview With Brian Rogers, Portfolio Manager, T. Rowe Price Equity Income F
by Maria Crawford Scott | January 2004

Portfolio Strategies

Insured Investment Products: The Reality Behind the Hype
by William Reichenstein | November 2004

What Are You Really Getting When You Invest in a Hedge Fund?
by William Reichenstein | July 2004

Makeover for a Bear-Mauled Portfolio: How to Create a Winning Game Plan
by Vern C. Hayden | January 2004

Small Cap Value Investing, Stock Strategies

To Find Small Caps, Don't Neglect the Large: Spin-offs for Fun and Profit
by John Deysher | May 2004

Stock Strategies

Do Elections Sway the Markets? Watch the Fed Instead
by AAII Staff | November 2004

Managing Risk: The Dividend Payoff
by John Buckingham, Mark Mowrey | November 2004

Navigating Through EDGAR: What to Look for on the SEC Web Site
by John Deysher | September 2004

The Basics: What Is the Over-the-Counter Market?
by John Deysher | August 2004

How Many Stocks Do You Need to Be Diversified?
by Daniel J. Burnside | July 2004

How Many Stocks Do You Need to Be Diversified?
by Daniel J. Burnside, Donald R. Chambers, John S. Zdanowicz | July 2004

How Conference Calls Can Help Investors Read the Tea Leaves
by John Deysher | January 2004

Tax Strategies

8 Years Later, Same Old Questions: Evaluating Roth IRAs
by Mark H. Gaudet | September 2004

College Prep Guide: Planning and Saving for a Child's Higher Education
by Mark H. Gaudet | June 2004

Technical Analysis

Comparison: Technical Analysis Software
by Wayne A. Thorp | March 2004

Technical Analysis Software
by Wayne A. Thorp | March 2004

The Markets

Market Snapshots: Analyzing the Daily Action
by Mike Webster | October 2004

How to Stay on the Right Side of the Market
by Chris Gessel | July 2004