May AAII Journal Update

Feature Article » The Basics of Real Estate Investment Trusts (REITs) by Jaclyn N. McClellan These investment trusts provide direct exposure to real estate and are required to distribute at least 90% of their taxable income.   Portfolio Strategies » The Impact of Saving Versus Return on Wealth by Craig Israelsen Younger savers benefit more…

 

The Top AAII Stock Screens of 2017

  The Essence of the Benjamin Graham Approach Benjamin Graham has been called the father of value investing and is considered by many to be one of the most successful investors of all time. It’s good reason then that his stock selection methodology has been mimicked by other successful investors such as Warren Buffett. This…

 

The January 2018 AAII Journal is Now Available Online.

  Feature Article » Polar Opposite: MAGNET Complex Goes From Bottom to Top in 2017 by Wayne A. Thorp, CFA Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.   Portfolio Strategies » Insights on Using the 4% Withdrawal Rule From Its Creator by…

 

The September 2017 AAII Journal is Now Available Online

Feature Article » Exchange-Traded Funds Technology Takes Over the Top-Performing ETF List by Jaclyn N. McClellan Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence. Portfolio Strategies » Minimizing Taxes With Asset Allocation by Stephen E. Wilcox Strategically taking into consideration both tax laws and the…