Upcoming Chapter Meeting: AAII Southwest Florida


Date: Thursday, January 16, 2014
Topic: Building a Successful Portfolio in Today’s Economic Climate
Speaker: Lauren Rudd, President, Rudd International

The determinate factors necessary for building a successful portfolio too often succumb to obtuse and irrelevant criteria that more often than not result in unsatisfactory results. In his talk, Lauren Rudd will cut through the hubris and succinctly describe a few necessary criteria based on current macroeconomic data for asset allocation, along with some of the quantitative factors necessary to use in selecting successful investments during 2014. Actual research and the resultant selections will be described.

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