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Feature Article: Portfolio Strategies » Factors Allow Investors to Think Differently About Diversification Tilting a portfolio to a small number of factors, including value and size, can increase returns while at the same time reducing risk. In This Issue: Portfolio Strategies...

The March 2017 AAII Journal is Now Available Online.   Feature Article: The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening Four of the 10-best performing funds are from the health care category, but this number is down from seven last year. In This...

Feature Article: The Individual Investor’s Guide to the Top Mutual Funds 2017 The online version of our annual mutual fund guide has all new features, including reports for each fund. In This Issue: Briefly Noted Cognitive Aging Creates Financial Obstacles Strategies for Unneeded...

Feature Article: Downward Estimate Revisions Screen Tops Unconventional Year Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.   In This Issue: Stock Strategies: Deep Value Investing...

The December 2016 AAII Journal is Now Available Online.   Feature Article: The Individual Investor’s Guide to Personal Tax Planning 2016 Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may...

The November 2016 AAII Journal is Now Available Online.   Feature Article: Competition Has Made Indexing a Winner’s Game Better analysis, more trading and more professional investors have made it even easier to lose at active investing, and win by indexing.     Also...

The October 2016 AAII Journal is Now Available Online. Feature Article: What the Evolving Robo Advisory Industry Offers Acquisitions and new, large entrants have altered the competitive landscape, but robo-advisors continue to focus on providing low-cost portfolio management...

The September 2016 AAII Journal is Now Available Online. Feature Article: The Top ETFs Over Five Years: Health Care Loses Some Ground Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list. Also...

The August 2016 AAII Journal is Now Available Online.  Feature Article: The Individual Investor’s Guide to Exchange-Traded Funds 2016 Detailed return information and data on 473 exchange-traded products, including an overview of the current trends in the ETF industry.  Also...

The July 2016 AAII Journal is Now Available Online.  Feature Article: Using the Z-Score to Assess the Risk of Bankruptcy The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on...