Invest, Exceed Goal, Then Stop Taking Risk

At what age should you change to a more conservative allocation, and what should that allocation look like? The answer depends on who you ask or where you look. Target date funds, for instance, use glide paths. Over time, a glide path changes a portfolio’s allocation from being more aggressive to being more conservative. This…

 

The June 2017 AAII Journal is Now Available Online

Feature » Piotroski Price-to-Book Screen by John Bajkowski The ranking system’s highest scores work well for high price-to-book stocks, but F-Scores of 6 to 7 work better for low price-to-book stocks. Financial Statements » Using Accruals to Judge How Persistent Earnings Will Be by Charles Rotblut, CFA Accruals can be described as forecasts of future…

 

Screening With the Big, Safe Dividend Formula

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   What’s in a Yield? Yield is a term that is used quite often in the investment universe. But it is also frequently a source of investor confusion. The problem is that “yield” has many different meanings, and thus many different implications for investors. The…