SV-AAII: 1)High Income in Turbulent Times, 2) A Tactical Strategy for Emerg...

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Shoup Park Garden House

400 University Avenue

Los Altos, CA 94022

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1) High Income in Turbulent Times

Marvin Appel will present several strategies for earning investment income, potentially 5% to 6% or more, with risk management even in the face of economic uncertainty and low interest rates. Strategies discussed will include trading corporate high yield and floating rate bond funds, selecting preferred stocks and covered call writing. In addition, Appel will provide his 2020 stock and bond market outlook.


  • How to benefit from 5% yields in corporate high-yield bond mutual funds while managing risk, even while there is a danger of recession

  • About preferred stocks yielding more than 6%

  • How to identify when market conditions are especially favorable for covered call writing

2) A Tactical Strategy for Emerging Markets

Emerging markets stocks have rewarded investors with very handsome returns in the past. However, they have significantly lagged the S&P 500 index for the past nine years and, in fact, over the past 12 years have returned less than 1% per year on average while losing almost 60% of their value in the 2007–2008 bear market. Since nothing in investing is permanent, the question is when the next opportunity in emerging markets will present itself. Appel will present a simple trend-following strategy that can be used to recognize potential opportunities in emerging markets while remaining out of that part of the market when trends are unfavorable.


  • How to recognize opportune times to invest in emerging markets and when U.S. equities are potentially the better bet

  • Why emerging markets appear to offer a long-term attractive opportunity for equity investors

  • 2020 equity market outlook

Our speaker....

Marvin Appel, Ph.D., M.D.

President, Signalert Asset Management LLC

Marvin Appel, Ph.D., M.D., is president of Signalert Asset Management in Great Neck, New York, which manages $210 million in client assets in mutual funds, exchangetraded funds (ETFs) and individual stocks and bonds using technical analysis and active asset allocation strategies.

Appel is editor of Systems and Forecasts, a highly regarded newsletter on technical analysis that his father, Gerald Appel, started in 1973. Appel’s books include “Higher Returns from Safe Investments: Using Bonds, Stocks and Options to Generate Lifetime Income” (Prentice-Hall,2010), and “Investing with Exchange-Traded Funds Made Easy” (FT Press, 2006).


If you haven't been to the Garden House here is a photo of the interior...

You can take an interactive tour of the interior of the facility here.

You can take an interactive tour of the exterior here

Getting to the Garden House at Shoup Park

Below are a few maps with links to the Google maps -- starting with getting there from South San Jose...

Getting there from the east bay...

And from San Mateo...

And a close up once you get into the area...

and the layout of theinterior, parking and such...

We're webcasting this session live....

This season the chapter will be webcasting as many of our events "live" from our Shoup Park Garden House location as circumstances allow. We strongly encourage you to attend our events in-person if you're in the area and your schedule permits. (We love seeing and interacting with our members.) However, if you're out of area or your Saturday schedule can't afford the extra commute time, feel free to attend via webcast.

All participants will get the option to attend in person or remotely via the webcast -- the choice is yours!

  • If you're participating live at our Shoup Park Garden House location our speaker will be presenting live just as in the past.

  • If you're participating via webcast, you'll be able to interact with the speaker, ask questions, etc. via the webcast chat window. (Board members will ask your questions on your behalf.)

  • With the speaker's permission, we'll have copies of the speaker's slides available for download at our website before the event begins

  • After the event all participants -- live at Shoup Park or remote via webcast -- will get access to recording of a session.

We're working hard to allow our members the choice to particpate live or via webcast based on their needs. We hope this makes our events both more enjoyable and accessible to you.

-- The AAII-SV Chapter Board

OK, so how does this webcast thing work???

It's pretty simple, really...

  • You buy your ticket, you get an email confirming your purchase, and we log your email address.

  • On the Thursday before the event we send you an email with the link to the event and directions on how to log on to Zoom (our webcast tool). We'll repeat this email on Friday.

  • The morning of the event we'll send you the password to enter the event (you can enter starting at 8:30)

  • When you enter the webcast you'll see some of our slides on the screen. (BTW, we'll mute your audio and disable your camera so there aren't any distracting pictures, videos or sounds.)

  • You can ask questions at any time via your chat window. (You must use the Zoom applicaiton to use the chat window.) Your hard-working Board members will capture your questions and ask our speaker your questions.

  • That's it!!

For those eager-beavers who just have to study ahead and find out more....

Let us know if you have any questions!

More Information on the event...

  • If you haven't visited us in a while, You'll notice that we've lowered our pricing so early registration is $15 and late registration is $20

  • Students under 25 (with ID) enter Free. (No registration required, show ID at Registration Desk)

  • No refreshments (e.g., coffee) are provided -- plan accordingly.

  • To have a bit of fun, we raffle off investment books, event tickets and other items

  • If you are a 4Ever ticket holder or hold a Guest Pass we ask you to register by mailing your 4Ever ticket or Guest Pass in with the registration form. If you don't pre-register you can still bring your 4Ever ticket or event pass to the registration table -- but you're subject to space availability restrictions.

  • Our concierge table provides you with speaker and AAII-SV handouts, AAII information, a book swap area (bring a book, take a book), hand outs from past speakers, and other "good stuff". Better yet, there is always a Board member or two present where you can ask questions, provide event feedback, make suggestions, etc.


8:30 AM - Registration (The webcast will be up at this time)

8:40 AM - Chapter Business

8:55 AM - Chapter Announcements, Speaker Introduction

9:00 AM - First Presentation

10:15 AM - Break

10:30 AM - Second Presentation

11:45 AM - Q & A

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Date and Time


Shoup Park Garden House

400 University Avenue

Los Altos, CA 94022

View Map

Refund Policy

No Refunds

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