Managing Your Portfolio in Uncertain Times
- Family & Education
- San Jose Airport Garden Hotel, San Jose CA
"ETF Rotation: Backtesting and Live Account Management"
This session reveals the ups and downs of investing in Exchange Traded Funds(ETFs) using a simple stragegy to select among top funds. The first half covers back testing of ETF rotation strategies, including brand new data on an advanced stragegy. Following that will be a discussion of lessons learned in the first year of live account management.
Attend This Meeting to Learn:
Reasons to Attend This Meeting:
Jackie Ann Patterson, President, BackTestingReport
Jackie Ann Patterson tests investment strategies to better understand what to expect when trading the markets. Her publications include Truth About ETF Rotation, a dozen BackTesting Reports, and several research articles for Fidelity Investments. She is a frequent speaker for Traders Expo, MoneyShow, and other trading/investing groups. Jackie’s successful high-tech career spans more than 20 years in a variety of engineering, marketing, and management roles. She has more than 15 years of experience in the stock market and has won awards in trading competitions.
This session will discuss the development of value oriented stock screens, how they can be back tested, analyzed and implemented -- all in a reasonable amount of time. Controlling the volatility of these strategies will also be discussed along with how these strategies compare to their mutual fund and ETF equivalents.
Discussed By: Al Zmyslowski, Individual Investor, Computerized Investing Chapter Board Member.
Al Zmyslowski is an individual investor, a long-time member of AAII and leads the Computerized
Investing group for the Silicon Valley Chapter. Al is particularly interested in using computerized investing systems that result in good performance, infrequent trading and a low expenditure of time.
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.
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