Important: Note the New Locaton and Time (Mark your calendar!) (Also note Eventbrite has protected it's site against "Heartbleed".)
Join the AAII –PORTLAND CHAPTER:
We’re at the new location and on a SATURDAY morning.
Our double bill of excellent speakers and, easy traffic, are great reasons to get an early start on your Saturday!
CHARLES ROTBLUT, CFA
Vice President, AAII; Editor, AAII Journal
Smart Investing: Seeking Reward While Reducing Risk
Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price. AAII Journal Editor Charles Rotblut gives you actionable strategies for striking a prosperous balance between reward and risk.
Attend this meeting and learn:
• Why rebalancing maintains the benefits of diversification and lowers portfolio risk
• A simple strategy for monitoring your portfolio and improving your investment decisions
• How to analyze stocks and why dividends matter
Reasons to attend:
• Learn about two factors that can help personalize your portfolio allocation
• Discover common behavioral errors and a method for keeping emotions out of your sell decisions
• See the criteria Charles personally looks for in a stock
About CHARLES ROTBLUT
Charles Rotblut is a vice president at AAII. He is the editor of the AAII Journal, co-created AAII Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update email. Rotblut is a Wall Street Journal expert panelist and a regular guest on MoneyLife with Chuck Jaffe. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in 2010. Rotblut holds the Chartered Financial Analyst designation and has analyzed both publicly traded and privately held companies. He has worked for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Rotblut regularly speaks to the media, including The Wall Street Journal Radio Network, Canada’s Business News Network, Reuters, and SmartMoney. He has also appeared on CNBC, Bloomberg Television, and Fox Business.
The meeting will start with
Individual Investor, AAII Silicon Valley Chapter’s Computerized Investing Chapter Board Member
The Stock Screening Process – Featuring a Shareholder Yield Screen
This session will discuss the development of stock screens using a Shareholder Yield screen as an example. The session will begin with brief comments on screening and back-testing tools; determining the size of your investment in stock screens; and using screen results as a start for further analysis. Background on, and development of, the Shareholder Yield screen will then be given along with back-testing results and comparison to benchmarks. The process of implementing a screen -- including running and updating the screen periodically and estimating and minimizing trading costs -– concludes the session. Reference material covering additional screens, statistical performance of screens and an overview of volatility control and timing systems will be provided.
Here are just a few reasons to attend:
For those new to stock screening, understand how the stock screening and implementation process works. For those familiar with screening, a new “Shareholder Yield” screen will be shared.
See how back-testing can increase your confidence in the stock screens you develop.
Understand how to compare your screen results to various benchmarks – and why this is important.
An overall approach to stock screening -- with pointers to screening and back-testing tools
A “Shareholder Yield” screen that finds promising stocks
How this screening approach can be implemented in reasonable time and at reasonable cost
About ALLEN ZMYCHOWSKI:
Al Zmyslowski is an individual investor, a long-time member of AAII and leader of the Silicon Valley chapter’s Computerized Investing group. Al is particularly interested in using computerized investing systems that result in good performance, infrequent trading and a low expenditure of time. In his “day job” Al is the Senior VP of Engineering, Platform Products Group, for Fujitsu America.
REGISTRATION & COST:
$15 in advance by 4/30 by 5 pm with a credit card at: http://www.eventbrite.com/o/aaii-portland-chapter-1159130511 ( no refunds)
$25 in advance plus DVD of the session by 4/30 by 5 pm with a credit card at: http://www.eventbrite.com/o/aaii-portland-chapter-1159130511 ( no refunds)
$20 at the door, beginning at 8:40 AM (SORRY NO CREDIT CARDS ACCEPTED AT DOOR)
$30 at the door plus DVD, beginning at 8:40 AM (SORRY NO CREDIT CARDS ACCEPTED AT DOOR)
$15 in advance by sending a check postmarked by 4/29 to: AAII Portland; Attn: Janice A. Walters; PO Box 7115; Beaverton, OR 97007 (no refunds)
$25 in advance plus DVD by sending a check postmarked by 4/29 to: AAII Portland; Attn: Janice A. Walters; PO Box 7115; Beaverton, OR 97007 (no refunds)
SAVE THESE DATES
Here’s a few of AAII Portland Chapter’s upcoming meetings.
You won’t want to miss these speakers—so mark your calendar now!
NOTE: Meetings are open to AAII members and non-members.
SATURDAY, July 19, 2014, 9 am-12 noon, at East Portland Community Center
*Marilyn Cohen, Envision Capital Management, Founder, “When the Bond Market Recoils…Then What?”
*Mark McMullen, Oregon State Economist, “Oregon’s Economic Outlook”
SATURDAY, Sept 13, 2014, 9 am-12 noon, at East Portland Community Center
*Ray A. Rondeau, AAII Boston Chapter President, “The Investor's Quest: Obtaining An Edge-Part 2”
When & Where
AAII Portland Chapter
American Association of Individual Investors is an independent, non-profit organization offering resources to anyone who wishes to learn about investing. The Portland Metro chapter holds general meetings six times a year (Jan/Mar/May/Jul/Sep/Nov), usually on the second Saturday. We invite speakers from academia and industry to discuss every aspect of investing.
Meetings are open to all -- register in advance here on Eventbrite for 10-15 dollars or purchase entry at the door for 20.