Upcoming Chapter Meeting: AAII Puget Sound

Posted on April 30, 2014 | Local Chapters


Date: Wednesday, May 7, 2014
Topic: Smart Investing: Seeking Reward While Reducing Risk
Speaker: Charles Rotblut, Vice President, AAII; Editor, AAII Journal

Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price. In this presentation, AAII Journal editor Charles Rotblut will give you actionable strategies for striking a prosperous balance between reward and risk.

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Upcoming Chapter Meeting: AAII Eastern Michigan

Posted on April 29, 2014 | Local Chapters


Date: Tuesday, May 6, 2014
Topic: The Wisdom of Wyckoff
Speaker: Thomas Hamilton, President, Special Risk Capital Management

Richard Wyckoff has been given credit as the father of technical analysis, and some of his concepts have been used in modern portfolio theory. But Wyckoff theory goes much deeper than analytic theory. He was a master of behavioral finance and reading the movements of the markets. He has studied the major players, whom he called the “smart money.” He noted that when they entered and left the market, usually at their advantage, they left only subtle signs behind. In this presentation, Thomas Hamilton will explain these techniques and how to integrate them into modern-day trading.

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Upcoming Chapter Meeting: AAII St. Louis

Posted on April 29, 2014 | Local Chapters


Date: Tuesday, May 6, 2014
Topic: Investing and Protecting Your Portfolio With Options
Speaker: Dan Passarelli, CEO, Market Taker Mentoring Inc.

Dan Passarelli will discuss investing and protecting your portfolio with options. He will show how options can be used to invest with potentially less risk than buying stocks and demonstrate simple techniques that any investor can use to protect against market declines in their portfolio.

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Upcoming Chapter Meeting: AAII Portland

Posted on April 26, 2014 | Local Chapters


Date: Saturday, May 3, 2014
Topic: The Stock Screening Process: Featuring a Shareholder Yield Screen
Speaker #1: Al Zmyslowski, Individual Investor, AAII Silicon Valley Board Member
Speaker #2: Charles Rotblut, CF, Vice President, AAII; Editor, AAII Journal

Al Zmyslowski will discuss the development of stock screens using a shareholder yield screen as an example. He will begin with brief comments on screening and backtesting tools, determining the size of your investment in stock screens, and using screen results as a start for further analysis. Zmyslowski will then discuss the background and development of the shareholder yield screen, along with backtesting results and comparison to benchmarks. The process of implementing a screen, including running and updating the screen periodically and estimating and minimizing trading costs, concludes the session. Reference material covering additional screens, statistical performance of screens and an overview of volatility control and timing systems will be provided.

Then, AAII Journal editor Charles Rotblut will give you actionable strategies for striking a prosperous balance between reward and risk. Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price.

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Upcoming Chapter Meeting: AAII Research Triangle

Posted on April 26, 2014 | Local Chapters


Date: Saturday, May 3, 2014
Topic: Earn Double-Digit Returns While Avoiding Major Down Markets
Speaker: Nick Atkeson, Founding Partner, Delta Investment Management

Would you like to understand market super cycles and how to avoid losses in your portfolio? Nick Atkeson will discuss changing investor risk premiums that are more directly tied to the movement of the stock market than earnings and measures of risk. He will investigate analysis tools including the moving average crossover model, market sentiment measures, stop-loss and relative strength. Learn which market metrics are the most important ones; how to measure them; and when to buy, what to buy and when to sell.

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Upcoming Chapter Meeting: AAII Philadelphia

Posted on April 24, 2014 | Local Chapters


Date: Tuesday, April 29, 2014
Topic: Improve Your Investment Returns With Investor’s Business Daily
Speaker: Eddie Ramirez, Senior Product Trainer, Investor’s Business Daily

How can you pick the true leaders from the over 10,000 publicly traded stocks that you have to choose from? With more than four decades of research, Investor’s Business Daily’s founder, William J. O’Neil, developed a unique way to search for winning stocks. Eddie Ramirez will explain how IBD screens the market and helps you to identify leading stocks that could be gearing up for a big move. If you catch such stocks early enough, you should be able to capitalize on their enormous progress. Ramirez will also dive deeper into the question of when to sell a stock in order to protect your capital, how to construct a proper IBD stock watchlist, and explain IBD’s exchange-traded fund (ETF) strategy.

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Upcoming Chapter Meeting: AAII Austin

Posted on April 24, 2014 | Local Chapters


Date: Monday, April 28, 2014
Topic: Looking Ahead in an Uncertain World
Speaker: Fred Richards, President, Adrich Corporation

In this presentation, Fred Richards will examine the opportunities available to investors in 2014, as well as the pitfalls that might upset the economy. He will outline what industries should grow in 2014 and his domestic and international concerns going forward. Richards will also discuss the potential impact of the Federal Reserve’s decision to reduce quantitative easing and the effect of possible interest rate increases.

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Upcoming Chapter Meeting: AAII Chicago

Posted on April 24, 2014 | Local Chapters


Date: Saturday, April 26, 2014
Topic: Fear, Greed and the Emotional Battle for Your Investing Dollars
Speaker: Charles Munro, First Vice President, Investments, Stifel Nicolaus

Have you ever made a decision out of ego or peer pressure? Have you ever bought a hot stock right before it tumbled? Our speaker, Charles Munro, will examine how basic emotions clash with logic when dealing with investing our money. We will also learn how controlling these emotions can help increase investment returns.

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Upcoming Chapter Meeting: AAII Baton Rouge

Posted on April 24, 2014 | Local Chapters


Date: Saturday, April 26, 2014

Topic: Survey of the Economic and Investment Landscapes

Speaker: Don Lansing, Founder and Chief Investment Officer, MTA Capital and Lansing Investments

Don Lansing will provide a survey of the economic and investment landscape, discuss how to evaluate investment and trading strategies, and deliver alternative approaches to improving your risk-adjusted returns and generating income. He will touch on hedging your portfolio during periods of concern, the historical impact of rising interest rates on various investments, and review the hot and cold sectors of the market.

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Upcoming Chapter Meeting: AAII Los Angeles

Posted on April 12, 2014 | Local Chapters


Date: Saturday, April 19, 2014
Topic: Global Value: Spotting Bubbles, Avoiding Crashes, and Big Returns
Speaker: Mebane Faber, Chief Investment Officer, Cambria Investment Management

Investment bubbles and manias have existed within markets throughout human history, but investors can learn to avoid the extreme losses that occur when those bubbles burst. Using the time-tested method of valuing securities with earnings smoothed over many years can be very helpful. We can then create a trading system to build global stock portfolios based on valuation, and find significant outperformance by selecting markets based on relative and absolute valuation. In this presentation, Mebane Faber will explain how to do this.

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