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ETF Rotation: Backtesting and Live Account Management

AAII Silicon Valley Chapter

Saturday, October 19, 2013 from 8:00 AM to 11:45 AM (PDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advanced Registration by October 15, Sorry, no refunds
IMPORTANT NOTE: Tickets (AFTER October 17th) are $35.00 per attendee on space available basis. REGISTER EARLY!
Ended $25.00 $0.00
Late Registration by October 17, Sorry, no refunds Ended $35.00 $0.00

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Event Details

"ETF Rotation:  Backtesting and Live Account Management"


First Session:

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:

  • How to use ETF rotation and stock screening strategies.this
  • How back testing can - and cannot - help your investing strategies.
  • Practical implementations of, and real-world experience with, these techniques

Reasons to Attend This Meeting:

  • Understand how back testing can help improve investing strategies and boost investor confidence.
  • Gain insight into ETF rotation and stock screening strategies
  • See how these strategies can be implemented by individual investors.


Discussed By:

      Jackie Ann PattersonPresident, 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.


Second Session:

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 ZmyslowskiIndividual 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.


Have questions about ETF Rotation: Backtesting and Live Account Management? Contact AAII Silicon Valley Chapter

When & Where

San Jose Airport Garden Hotel
1740 N 1st St
San Jose, CA 95112

Saturday, October 19, 2013 from 8:00 AM to 11:45 AM (PDT)

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AAII Silicon Valley Chapter

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 Mission Statement:

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.

  Contact the Organizer
ETF Rotation: Backtesting and Live Account Management
San Jose, CA Events Business

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