Conversations on Picking Good Stocks and Funds

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Minimizing Taxes With Asset Allocation Asset location is a tax-minimization strategy of placing investments in accounts that ultimately will produce the highest aftertax return for the investor’s entire portfolio. Investors who can benefit the most from asset location strategies are those who follow a…

 

Keeping Track of Your Portfolio – What to Monitor and When

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Allocating to Manage Risk: A Case Study A follow up to analysis AAII published 20 years ago of a fictional couple’s exposure to downside risk that looked to see what would happen to the couple’s portfolio should financial markets suffer a severe drop. More…

 

Power Your Portfolio With Value

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Trinity Portfolio: Combining Diversification, Tilts and Trend-Following Cambria Investment Management’s Trinity Portfolio is named for the portfolio’s three core elements: 1) assets diversified across a global investment set, 2) tilts toward investments exhibiting value and momentum traits, and 3) exposure to trend-following. In…

 

AAII’s Best of the Web – Portfolio Tracking, Analysis & Optimization

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Model Shadow Stock Portfolio: Handling Major Financial Statement Revisions Major revisions to financial statements have been rare among Shadow Stocks; their mere occurrence is not reason alone for a stock’s removal. Jim Cloonan offers his latest quarterly review of the AAII Model Shadow Stock…

 

Dividends Are Still Valuable

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Cash Dividend Types, Dates and Taxes Though most investors know that a cash dividend is the distribution of money to shareholders, dividend terminology is not as well-understood. Terminology such as ordinary dividend, special dividend, ex-dividend and record date has unique and important meanings investors…