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Equity Strategies for the Self-Directed Investor - John Meredith, Penrose L...

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Location

Penrose Library

20 N. Cascade Ave.

Carnegie Meeting Room

Colorado Springs, CO 80903

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Description

John Meredith speaks on

Equity Strategies for the Self-Directed Investor: Identifying Opportunities


Equities are an important component of an investment portfolio. In today’s investment environment, self-directed investors who are involved in making important decisions related to their investments enjoy the benefits offered by a number of online brokers. This access enables the individual investor to research options that further their investment objectives. This presentation will outline two approaches aimed at building the equity portion of one’s portfolio using analysis tools that are typically provided by online brokers. These approaches, one using a portfolio of diversified quality stocks and another using an ETF strategy will be presented.

Our speaker will discuss some ideas based on his research on how an individual investor can implement these strategies. Research methodologies and specific investment recommendations will be presented.

About Our Speaker

John Meredith coordinates the AAII Colorado Springs Group, a sub-Chapter of the AAII Denver AAII Chapter. He has spoken to the AAII Colorado Springs Group on dividend investing and other topics in the past several years. He is a proponent of investment education and enjoys managing his own diverse portfolio of stocks and funds.

John has a background in nuclear and semiconductor engineering. He received his BSEE degree from the University of Arkansas and his MSEE degree for the University of Colorado, Colorado Springs. He retired from Agilent Technologies in 2008 and spends most of his time on a variety of volunteer activities.

Location

Penrose Library is located in downtown Colorado Springs, 20 N. Cascade (SW corner of Cascade and Kiowa). Free parking is available in lot just west of library. Go west on Pikes Peak just south of library, then take right into parking lot. Enter the library from the east side of the parking lot and take the elevator to the first floor. The meeting room is in the northwest corner of the library.


Tell John Meredith what you'd like to hear about, or if you would like to be a presenter and share your strategies, a recent book you've read, or some other investment knowledge with the groups. AAII membership not needed, just a willingness to share. All investors invited; bring a friend.

see aaiidenver.eventbrite.com for AAII Colorado Springs and Denver events

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Date and Time

Location

Penrose Library

20 N. Cascade Ave.

Carnegie Meeting Room

Colorado Springs, CO 80903

View Map

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