The January 2019 AAII Journal is Now Available Online.

COVER ARTICLE The Position of the Individual Investor By James B. Cloonan Looking back on the occasion of the AAII Journal’s 40th anniversary: This article originally appeared in the second issue of the AAII Journal, March–April 1979, and set the stage for AAII’s mission.   IN THIS ISSUE Steps You Can Take to Reduce the…

 

The July 2018 AAII Journal is Now Available Online

  Feature Article: Portfolio Strategies » For Bucket Portfolios, the Devil Is in the Details by Christine Benz Guidance on implementing a bucket strategy in a real world portfolio, including portfolios with more than one type of account.     Portfolio Strategies » Diversifying Through Reinsurance and Marketplace Lending Interval Funds by Larry Swedroe Alternative…

 

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…

 

MoneyLife Radio Sell of the Week: Macy’s Inc. (M)

Senior Financial Analyst Wayne A. Thorp, CFA explains to Chuck Jaffe why Macy’s Inc. (M) is his “Sell of the Week” for May 24, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife. Audio url:…

 

MoneyLife Radio Buy of the Week: McKesson Corp. (MCK)

Senior Financial Analyst Wayne A. Thorp, CFA explains to Chuck Jaffe why McKesson Corp. (MCK) is his “Buy of the Week” for May 23, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife. Audio url:…