Those of you who regularly read my weekly commentary know that I attend conferences and other industry events. The presentations are generally informative, but it’s the personal interaction that’s the big draw for me. I’ve made numerous connections over the years, many I never would have made had I simply stayed in my office. Those connections aren’t just with speakers, either—many have been with other attendees.
I bring this up because I want to talk to you about our forthcoming AAII Investor Conference. It’s a great opportunity to learn from some of the smartest people in the industry. Not only will you be able to attend their presentations, but there will also be time for questions and answers afterward. In addition, you’ll have ample time to meet your fellow individual investors between sessions, at the luncheon and during the two breakfasts.
Of course, the highlight of the conference will be the speakers themselves. We’re excited to have University of Chicago professor Harold Pollack as our opening ceremony speaker and long-time AAII Journal contributor MarketWatch’s Mark Hulbert as our luncheon keynote speaker. Many of you know Hulbert for his newsletter ratings and his appearances at past conferences; he always draws a big crowd. Pollack received a lot of positive attention from across the investment industry when he demonstrated how a portfolio strategy can fit on a single index card. I’m currently reading his book—“The Index Card: Why Personal Finance Doesn’t Have to Be Complicated” (Portfolio, 2016)—and I think you’ll enjoy his commonsense approach to investing and personal finance.
More on AAII.com
- Solving the Problem of Retirement – Paul Merriman’s three actions investors can take to mitigate the potentially unlimited demands retirement places on finite savings.
- The Trinity Portfolio: Combining Diversification, Tilts and Trend-Following – Mebane Faber discusses how investors can combine global exposure, value, momentum, buy-and-hold and trend-following into a single portfolio.
Highlights from this month’s AAII Journal
- Observations From Decades of Tracking Investment Newsletters – We asked Mark Hulbert to share his observations from having spent decades tracking investment newsletters.
- The Individual Investor’s Guide to Exchange-Traded Funds 2018 – This year’s guide has been expanded, covering 542 ETFs in print and over 2,000 funds online.
AAII Sentiment Survey
- Bullish: 38.5%, up 2.3 points
- Neutral: 34.5%, down 0.3 points
- Bearish: 27.1%, down 2.0 points
- Bullish: 38.5%
- Neutral: 31.0%
- Bearish: 30.5%
Take the Sentiment Survey.
What’s Trending on AAII
The Week Ahead
Just 12 S&P 500 index companies are scheduled to report next week as second-quarter earnings season comes to an end. Included in this group are Best Buy Co. Inc. (BBY) and Hewlett Packard Enterprise Co. (HPE) on Tuesday; Salesforce.com Inc. (CRM) on Wednesday; and both Dollar Tree Inc. (DLTR) and Dollar General Corp. (DG) on Thursday.
The week’s first economic reports will be July international trade, the June Case-Shiller home price index and the Conference Board’s August consumer confidence survey, all of which will be released Tuesday. Wednesday will feature the first revision to second-quarter GDP and July pending home sales. July personal income and spending will be released Thursday. Friday will feature the August Chicago Purchasing Managers’ Index (PMI) and the University of Michigan’s final August consumer sentiment survey.
The Treasury Department will auction off $36 billion of two-year notes on Monday, $37 billion of five-year notes on Tuesday and $17 billion of two-year floating-rate notes (FRNs) and $31 billion of seven-year notes on Wednesday.
Local Chapter Meetings
AAII Local Chapter Meetings offer you a variety of presentations from expert speakers who will give you their view on the world of investing. A bonus of attending a Chapter Meeting near you is the opportunity to meet other AAII members who share your interest and enthusiasm for investing. You can even share the Chapter experience with your family and friends by inviting them to attend Chapter Meetings with you!