Using Cash and Short-Term Bonds to Avoid Taking Losses

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Analyzing a Stock by Its Dividend and Shareholder Yield One theory of valuation is that a stock is worth the cash distributable to shareholders. An advantage to methodologies based on this concept is that cash distributions are not influenced by accounting adjustments. Cash is…

 

AAII Survey: Half of Readers Hold Alternative Investments

When it comes to diversifying an investment portfolio, most people probably think of stocks and bonds, as well as investing across different sectors and industries. However, there is a category of investments gaining in popularity that offer additional diversification benefits: alternative investments. Investopedia defines an alternative investment as “an asset that is not one of…

 

For Bucket Portfolios, the Devil Is in the Details

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…