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"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach"

AAII Silicon Valley Chapter

Saturday, May 10, 2014 from 8:30 AM to 11:30 AM (PDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advanced Registration by May 6, Sorry no refunds Ended $25.00 $0.00
Late Registration by May 9, Sorry no refunds Ended $30.00 $0.00

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Event Details


This will be a two-Speaker event:

"How To Succeed in Changing Markets"

Learn from over 35 years of successful fund investing during this presentation, where Janet Brown will share the secrets of the Upgrading strategy that has made NoLoad FundX one of the highest-ranked newsletters in the Hulbert Financial Digest for the past 25 years on a risk-adjusted basis. Upgrading is a disciplined, quantitative approach that allows investors to successfully participate in a broad range of opportunities as they develop. It is the process of investing in top-performing no-load mutual funds and exchange-traded funds (ETFs), holding them for as long as they outperform their peers and upgrading to the new winners when they don’t. It combines the ability to recognize opportunities as they arise with the flexibility to move assets when leadership changes to take advantage of those opportunities.


1. How you can stay invested in top-ranked funds in an ever-changing world

2. Why it’s foolish to decide in advance which funds will do well in the future

3. How you can manage fixed income in a rising interest-rate environment


Speaker: Janet Brown,  President, FundX Investment Group, Editor, NoLoadFundX newsletter

Janet Brown is president of FundX Investment Group and managing editor of the NoLoad FundX investment newsletter. Since joining FundX in 1978, Janet has researched funds and developed the successful Upgrading approach: a systematic investment discipline to follow changing market leadership. While best known for its excellent long-term growth record, the firm also has unique and flexible fixed-income strategies that adapt to changing market environments.


"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach"


The presentation will investigate market super cycles and avoiding losses on portfolio returns. Nick Atkeson and Andrew Houghton will discuss changing investor risk premiums and measuring risk, which can have a greater influence on stock valuations than earnings. They will investigate analysis tools including the moving average crossover model, market sentiment measures and relative strength to participate in bullish equity markets and avoid bearish equity markets.



1. A long-term perspective on how to use a technical system to evaluate stock market risk.  

2. The tools necessary to apply a disciplined, systematic trading system  to achieve outperformance 

3. How to interpret and use the Delta Market Sentiment Indicator (MSI) published in Barron’s 


Nicholas Atkeson & Andrew Houghton, Partners, Delta Investment Management.

Nicholas Atkeson and Andrew Houghton are founding partners of Delta Investment Management LLC, a registered investment advisory firm based in San Francisco. Prior to founding Delta Investment Management, they were partners and portfolio managers of Delta Force Capital LLC, a San Francisco-based hedge fund, from 2006 to April 2009. Atkeson graduated from Haverford College with a B.A. in economics and from Stanford University Graduate School of Business; Houghton has a B.A. in economics from Boston University. They are co-authors of the book “Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013).


Have questions about "How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach"? Contact AAII Silicon Valley Chapter

When & Where

San Jose Airport Garden Hotel
1740 North 1st Street
San Jose, CA 95112

Saturday, May 10, 2014 from 8:30 AM to 11:30 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.

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