Upcoming Chapter Meeting: AAII Orange County


Date: Saturday, September 8, 2012
Topic: Building a Robust Portfolio for the Challenging Decade Ahead
Speaker: David Johnson, President, Global Capital Group

David Johnson will share his opinions on what lies ahead in the next decade and what individual investors can do about it. He will cover lessons from the Harvard and Yale Endowments and numerous studies of actual results showing that adding diversified, non-correlated alternative investments to portfolios has not only increased returns beyond traditional portfolios, but has done so with significantly less risk. Stocks, bonds, managed futures and real estate all have their places in the robust portfolio for the next decade. The key is learning what each has to offer and how to use them effectively in this challenging investing environment.

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