2009 AAII Journal Index of Articles

Click on the links below to view the article index for the specific year:
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AAII Model Portfolios

Model ETF Portfolio: Beats Benchmark, But Total Recovery Not Yet Complete
by James B. Cloonan | November 2009

After the Storm, Stability Returns to the Model Mutual Fund Portfolio
by James B. Cloonan | August 2009

Real Estate Holding Distinguishes ETF Model Portfolio From Benchmark
by James B. Cloonan | May 2009

Model Stock Portfolio: Beating the Benchmark Is Nice, But a Loss Isn't
by James B. Cloonan | April 2009

Good-Bye and Good Riddance: 2008 Enters Stock Market History
by James B. Cloonan | February 2009

AAII Model Portfolios, Small Cap Value Investing

Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits
by James B. Cloonan | October 2009

Rebound: Model Shadow Stock Portfolio Strongly Up, But Still Playing Catch-Up
by James B. Cloonan | July 2009

AAII Model Portfolios, Small Cap Value Investing, Value Investing

Bear Market Punishes Shadow Stocks But Qualifying Stocks Abound
by James B. Cloonan | January 2009

AAII Stock Ideas

Building Stock Screens Using the Kirkpatrick "Relative" Approach
by Wayne A. Thorp | November 2009

Using Triggers to Beat the Market: The Charles Kirkpatrick "Relative" Approach
by Wayne A. Thorp | November 2009

Adapting a Graham Disciple's Approach: AAII's Walter J. Schloss Screen
by Cara Scatizzi | October 2009

Adapting the Kimmel Approach: AAII's Simple & Complex MAGNET Screens
by Wayne A. Thorp | August 2009

2009 Mid-Year Stock Screen Review: Is a Market Rebound in Progress?
by Wayne A. Thorp | July 2009

AAII Stock Ideas, Dividends

Investing in Stocks With DRPs: Adding Yield to Your Returns
by Wayne A. Thorp | June 2009

AAII Stock Ideas, Earnings

Market Expectations vs. Results: Tracking Analyst Earnings Revisions
by Wayne A. Thorp | April 2009

AAII Stock Ideas, The Best of the AAII Journal

Value Investing Using the Fundamental Rule of Thumb
by Wayne A. Thorp | September 2009

AAII Stock Ideas, Value Investing

Hagstrom's Buffett Approach to Analyzing a Stock as a Business
by Wayne A. Thorp | December 2009

Finding Value Among the "Lows": The Walter J. Schloss Approach
by Cara Scatizzi | October 2009

Attracting Winning Stocks: The MAGNET Stock Selection Process
by Wayne A. Thorp | August 2009

Graham's Defensive Investor Screens: An Intrinsic Approach for Stormy Times
by Wayne A. Thorp | May 2009

Finding a Stock's "True Value" Using The Price-Earnings Relative Screen
by Wayne A. Thorp | February 2009

2008 AAII Stock Screen Roundup: Piotroski Strategy Defeats the Bear
by Wayne A. Thorp | January 2009

AAII Tax Guide

The Individual Investor's Guide to Personal Tax Planning for Tax Year 2009
by AAII Staff | December 2009

AAII Tax Guide, Feature

The Individual Investor's Guide to Personal Tax Planning for Tax Year 2009
by AAII Staff | December 2009

AAII's Top Investment Web Sites, Feature, Special Features

AAII's Best of the Net: Our 2009 Guide to the Top Investment Web Sites
by AAII Staff | September 2009

Advisers, Fraud, Portfolio Strategies

Due Diligence: 10 Steps to Avoiding Ponzi Schemes and Financial Fraud
by Karen C. Altfest | April 2009

Bonds, The Best of the AAII Journal

The Muni Market Turmoil Continues: What's Going on and How to Respond
by Annette Thau | January 2009

Brokerages, Guide

2009 Discount Broker Guide
by Jean Henrich | February 2009

Computerized Investing

AAII.com: AAII Guides and Investor Surveys
by CI Staff | December 2009

Editor's Outlook: Investor Tools Change With Economy
by Wayne A. Thorp | December 2009

Messages: What Members Are Asking On-Line
by CI Staff | December 2009

Computerized Investing PC Buyer's Guide
by Wayne A. Thorp | November 2009

Making the Most of Twitter
by Wayne A. Thorp | October 2009

New Computer Investing Products
by CI Staff | October 2009

Portfolio Management Software Programs
by Cara Scatizzi | October 2009

Social Media Tools
by AAII Staff | October 2009

VectorVest RealTime
by Wayne A. Thorp | October 2009

What Members Are Asking On-Line
by AAII Staff | October 2009

XLQ: Excel Spreadsheet Add-In
by Wayne A. Thorp | October 2009

Beating the Market With Charles Kirkpatrick
by Wayne A. Thorp | September 2009

Using the Magic Formula for Investing
by Cara Scatizzi, AAII Staff | August 2009

Using the Magic Formula for Investing
by Cara Scatizzi | August 2009

Earnings Releases & Analyst Estimates
by CI Staff | July 2009

Inventory Turnover
by CI Staff | July 2009

New Computer Investing Products
by CI Staff | July 2009

Portfolio Tools
by CI Staff | July 2009

Retooling CI for Expanded Coverage
by Wayne A. Thorp | July 2009

Editor's Outlook: The Pitfalls of On-Line Tax Preparation
by Wayne A. Thorp | March 2009

New Computer Investing Products
by CI Staff | March 2009

RSS Feeds
by CI Staff | March 2009

Tax Resources On-Line
by CI Staff | March 2009

The Pitfalls of On-Line Tax Preparation
by Wayne A. Thorp | March 2009

What Members Are Asking On-Line
by CI Staff | March 2009

Industry and Sector Data and Statistics
by CI Staff | January 2009

Looking Beyond the Present
by Wayne A. Thorp | January 2009

Money Plus Premium vs. Quicken Premier
by Wayne A. Thorp | January 2009

New Computer Investing Products
by CI Staff | January 2009

NEW! AAII Discussion Boards
by CI Staff | January 2009

On-Line Discount Brokers 2009
by Cara Scatizzi | January 2009

What Members Are Asking On-Line
by CI Staff | January 2009

Computerized Investing, Growth Investing

Free Cash Flow
by Cara Scatizzi | October 2009

Rules of Attraction: The MAGNET Stock Selection Process
by Wayne A. Thorp | June 2009

Rules of Attraction: The MAGNET Stock Selection Process
by Wayne A. Thorp | June 2009

Computerized Investing, Investing Gurus

Valuing Stocks the Warren Buffett Way
by Wayne A. Thorp | July 2009

Stock Screening With Walter Schloss
by Cara Scatizzi | May 2009

Computerized Investing, Small Cap Value Investing

Messages: What Members Are Asking On-Line
by AAII Staff | July 2009

Dispatches

Briefly Noted
by | December 2009

Briefly Noted
by | November 2009

Briefly Noted
by | October 2009

Briefly Noted
by | September 2009

Briefly Noted
by | August 2009

Briefly Noted
by | July 2009

Briefly Noted
by | June 2009

Briefly Noted
by | May 2009

Briefly Noted
by | April 2009

Briefly Noted
by | February 2009

Briefly Noted
by | January 2009

Dividends, Feature

The Dividend Puzzle: The Relationship Between Payout Rates and Growth
by Stanley Block | May 2009

Dividends, Investor Professor

Dividend Safety Signs and Warning Flags
by Maria Crawford Scott | June 2009

Editor's Note

Editor's Note
by Maria Crawford Scott | December 2009

Exchange-Traded Funds, Feature, Special Features

The Individual Investor's Guide to Exchange-Traded Funds: 2009
by Cara Scatizzi, Maria Crawford Scott | October 2009

Feature

Nine Timeless Rules for Investing in Mutual Funds (and ETFs)
by John Markese | November 2009

Taking Aim at Your Retirement: A Look at Target Date Mutual Funds
by John Markese | June 2009

The Top Funds Over 5 Years: Surviving the Claws of a Bear Market
by John Markese | April 2009

Stocks for the Long Term: Why Prospects Are Rosy
by William Reichenstein, Dale Domian | January 2009

Feature, Member News, Special Features

Member News: Our Annual Update on What's Going on at AAII
by AAII Staff | June 2009

Feature, Portfolio Strategies

Surviving a Loss: Smart Steps for Coping With Widowhood
by Karen C. Altfest | August 2009

Bear Market Grads: What You Should Learn From the Financial Crisis
by William Reichenstein, Larry Swedroe | July 2009

Feature, Portfolio Strategies, Retired Investor

Retirement Income: Repairing the Damage to Assure the Flow
by Christine S. Fahlund | February 2009

Feature, Stock Strategies

Lowering Your Costs: How to Take Advantage of Direct Purchase Plans
by Maria Crawford Scott | June 2009

First Cut Stocks

The Outcasts: Stocks Removed From the S&P 500
by John Bajkowski | February 2009

First Cut Stocks, Value Investing

Magic Formula Stocks
by John Bajkowski | May 2009

Benjamin Graham Bear Market Stocks
by John Bajkowski | April 2009

From the Archives, Interest Rates, Stock Strategies

Don’t Fight the Fed: Interest Rates and Their Impact on the Stock Market
by Sam Stovall | May 2009

Hot Links

Web Sites for Exchange-Traded Funds
by AAII Staff | October 2009

Reverse Mortgages
by AAII Staff | August 2009

Medicare Health Insurance Coverage
by AAII Staff | July 2009

Web Sites for Investing on the Go
by AAII Staff | June 2009

Checking Insurance Company Safety
by AAII Staff | May 2009

How to Check Out a Broker On-Line
by AAII Staff | February 2009

Monitoring Bank Safety Online
by AAII Staff | January 2009

Hot Links , The Best of the AAII Journal

On-Line Tax Information and Tax Filing Sites
by | December 2009

Insurance Products, The Best of the AAII Journal

Lightening the Financial Load of Life Insurance Products
by Peter Katt | May 2009

Investment Newsletters

Prior Bear Markets: A Poor Guide to Future Newsletter Performance
by Mark Hulbert | June 2009

Investor Professor

Munis vs. Taxables: How to Determine the Taxable Equivalent Yield
by Maria Crawford Scott | July 2009

The Role of Risk-Free Assets in Your Long-Term Portfolio
by AAII Staff | April 2009

Where Credit Is Due: A Look at the Ratings
by AAII Staff | February 2009

All Averages Are Not Created Equal
by AAII Staff | January 2009

Investor Professor, The Best of the AAII Journal

“Stock” Supply Data: Inventory Turnover
by AAII Staff | September 2009

Mutual Funds

Mutual Fund Screening Services
by Cara Scatizzi | July 2009

Offbeat Offerings

Donor-Advised Charitable Mutual Funds
by Cara Scatizzi | December 2009

Inverse and Leveraged ETFs
by Cara Scatizzi | November 2009

I Savings Bonds
by Cara Scatizzi | October 2009

Using Social Media for Investment Issues
by Cara Scatizzi | August 2009

Investing in Commodities
by Cara Scatizzi, AAII Staff | July 2009

Laddered Bond Portfolios
by Cara Scatizzi | June 2009

529 College Savings Plan
by Cara Scatizzi | May 2009

Life Cycle Funds
by Cara Scatizzi | April 2009

Foreign Ordinaries
by Cara Scatizzi | January 2009

Offbeat Offerings, The Best of the AAII Journal

Build America Bonds
by Cara Scatizzi | September 2009

Portfolio Strategies

Retirement Plans: Evaluating the New Roth IRA Conversion Opportunity
by Christine S. Fahlund | November 2009

Bear Market Start May Offer a Strong Finish for Young Investors
by Christine S. Fahlund | July 2009

Portfolio Strategies, Retired Investor, The Best of the AAII Journal

How to Create Your Own Pension: A Closer Look at Immediate Annuities
by Julie Jason | November 2009

REITs

Real Estate Investment Trusts (REITs)
by AAII Staff | October 2009

Stock Strategies

How to Set and Revise Realistic Price Targets for Your Stocks
by Donald Cassidy | May 2009

Stock Strategies, The Best of the AAII Journal

Risky Business: How to Pick Winning Property & Casualty Insurer Stocks
by John Deysher | August 2009

Technical Analysis

Support and Resistance Levels
by AAII Staff | October 2009

Trendline Basics
by CI Staff | July 2009

Technical Analysis & Charting Web Sites
by Wayne A. Thorp | March 2009

The Best of the AAII Journal

Low P/E Stocks With Positive Earnings Surprises
by John Bajkowski | December 2009