The AAII Silicon Valley Chapter Presents. Focus Presentation: Building a Diversified Portfolio Fred Smith, AAII Silicon Valley Chapter Board

Transcription

1 The AAII Silicon Valley Chapter Presents Focus Presentation: Building a Diversified Portfolio Fred Smith, AAII Silicon Valley Chapter Board And Main Presentation: THE YEAR AHEAD FOR STOCKS, BONDS, INDEXES AND ETFS Harvey Baraban, President, Harvey Baraban Financial Roundtable

2 AAII Silicon Valley Chapter Events Coming Attractions Date Title Presenter Dec. 5th Focus: Active vs. Passive Investing Main: 2015 Tax Update Fred Smith, SV Board Claudia Hill, TaxMaM Jan. 9th Focus: Retirement Planning Main: Economic Outlook for 2016 Fred Smith, SV Board Tom Kopas, Pring Turner Register on-line at

3 What Ever Happened to Meeting at the Lookout Restaurant?? The Lookout Restaurant went out of business -- forcing us to move to different locations until finding our new home at the San Jose Airport Garden Hotel The subsequent restaurant operator had its agreement terminated in December 2014 At present the city of Sunnyvale is looking for a new restaurant operator We ll keep you posted on any updates as they occur!

4 Help Students get a good (financial) education! Simple: Show your ID to prove you are under 25 you get in FREE! Open: Invite your kids/grandkids, your friends and colleagues kids

5 Please mute cell phones 8:30: Registration/Social 9:00: Focus Presentation 8:55: Chapter announcements 10:15: Break 10:30: Main Presentation Remaining handouts from past meetings are available at the book table Will post slides (as available) at the AAII-SV website

6 Investor Self-Evaluation & Behavior Investor Rating Count Percent Beginner 2 8.0% Novice Average Advanced Sophisticated Total Investor Behavior Count Percent Fee only 2 8.0% Commission only Combination None Total Investor Style Count Percent Technical 0 0.0% Fundamental Mechanical Mixture of above Total

7 AAII SV Dinner Meetings The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December Discussion topics at dinner are completely open questions can be on any topic simple or complex 11/14/15 website: siliconvalleyaaii.org 7

8 AAII-SV Voting on Future Meetings 1 of 2 Seminar Title 1 Value Investing Financial Analysis 2 Technical Analysis Seminar 3 Selecting Mutual Funds Seminar 4 Selecting Stocks via Screening 5 Yearly Update on Taxes 6 Financial Education for Teenagers 7 REITs 8 Building a Portfolio (Asset Allocation Seminar Title 9 Income-Oriented Seminar 10 Alternative Investing Approaches 11 Investing in Hard Assets 12 Post Retirement Drawdown Strategies 13 Going Short in Stocks 14 Estate Planning Seminar 15 Global Investing 16 Selecting ETFs

9 AAII SV on Facebook Does NOT require a Facebook account Visit us and see what s happening! 11/14/15 website: siliconvalleyaaii.org 9

10 AAII-SV Voting on Future Meetings 2 of 2: Top Vote Getters Seminar Title 1 st 2 nd 3 rd Total 8 Building a Portfolio Value Investing Seminar Selecting Stocks Via Screening Income-Oriented Seminar Technical Analysis Alternative Investments Going Short

11 AAII SV at Eventbrite Event Listing Facebook page

12 Feedback on the Last Meeting: What was Most Valuable?? Whole presentation Pointer to website Advantages & disadvantages of ETFs Learned what I didn t know Speaker s actual ETF experience How ETFs work Don t use Stop orders with ETFs Entire intro to ETFs Appreciated the basics Now know a little about ETFs Tax subtleties of ETFs/ETNs Calculating performance Risk assessment (explanation) Sharpe ratio explanation Identifying the PIP Reference sites provided Treynor ratio, Excel functions, IRR, Standard Deviation 11/14/15 website: siliconvalleyaaii.org

13 New!: The Investment Book Table The Investment Book Table will hold copies of the books that raffle prize winners can choose from We also have a reference copy of Bob Brinker s Book List We also have an investment book swap area

14 Feedback on the Last Meeting: Improvements Needed?? More time for Q&A Go slower, more time on basic terms More time! Longer session More details More time for specialized ETFs Limit question time Provide sample PIPs Too much info need to condense More details for novices Better time budget Got bogged down by questions

15 Past/Present Raffle Books Suze teaches readers how to transform their thinking and reimagine the American dream. O: The Oprah Magazine Not more than half a dozen really good books about investing have been written in the past fifty years. This one may well belong in the classics category. (Forbes)

16 Past/Present Raffle Books Legendary mutual-fund manager Peter Lynch explains the advantages that average investors have over professionals.. The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide.

17 Past/Present Raffle Books Tony Robbins is perhaps America s best motivator. Oprah Winfrey calls him super-human. Make a suggestion on YOUR favorite investment book we ll add it to our list!!

18 AAII SV CIMI Group The goals of the AAII SV CI-MI Group Apply AAII and other investing material using CI and MI techniques Computerized Investing Mechanical Investing (CI-MI) Explore CI strategies and tools to improve trading and investment returns Recent topics covered in our meetings. Sector rotation schemes -- and the ETFs that do them Back-testing stock screens at AAII, Stock Investor Pro, and Portfolio123 Smart beta and other actively managed ETFs Using economic indicators to time the market Tracking real-time performance of algorithms Sign up at Yahoo! Group below Questions??: group or Everyone welcome learn as you go

19 Could YOU Be an AAII Chapter Leader? Are you currently an AAII member? Would you enjoy meeting accomplished speakers? Do you have any experience as a leader (or are you willing to learn)? Immediate Need: Individuals interested in Marketing If you answered yes to at least one of the above questions, you could qualify to be an AAII chapter leader! Contact any Board Member for further information. AAII chapter leaders quickly find that by volunteering a little of their time, their return in investing know-how, new friendships and just plain fun is worth many times the initial investment.

20 AAII Silicon Valley Chapter General Information AAII Website: AAII-SV Web site: AAII-SV AAII-SV event registration: Next & Past meetings listed at: Access Past Presentations* & Get Supplementary Material at: *Most, but not all presentations are available.