Houston Investors Association

“Putting (for) Green?” Can conservative investors make money with put and call options? We take a look at strategies for writing covered options to provide income and reduce risk in actively managed portfolios. Click to view or download the PowerPoint file

“Hedging your portfolio for Inflation/Deflation with ETFs” We look at how inflation and deflation affect assets and look for investible ETFs that might provide some defense. Click to view or download the PowerPoint file

“Some things that might work” We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. This week we look at a few strategies that seem [...]

“I Know a Hundred Things that Don’t Work” We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. And a few of them actually seem [...]

Download the Presentation from the Feb. 13 2010 meeting Jim Willis, Beacon Bay Asset Mgmt Beacon Bay Asset Mgmt LLC, is a Dallas, TX, based Registered Investment Advisory in both Texas and Georgia.  The managing member is Jim Willis. Jim founded Beacon Bay in May, 2005 and manages assets for private clients and businesses.  He [...]

If you receive this notice via email, you can read it on the web at http://houstoninvestors.com/wp/?p=654 (Updated 2/6/2010 with SIG agenda) The monthly meeting of the Houston Investors Association will take place Saturday, February 13, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location). Featured Program (11:00 am): [...]

Getting Started SIG (Download available on the Getting Started web site)

The following SIG presentations are available for downloading or viewing in your browser: Gettting Started SIG: “The Ivy Portfolio“

Here is the PowerPoint presentation file from the GettingStarted SIG 9 May. The topic was: Buy and Hope – Can we do better? We will continue looking at simple (and not-so-simple) timing strategies.  The prudent investor is conventionally advised to hold a diversified portfolio of stocks and bonds, periodically rebalancing to fixed asset allocations, and [...]

The presentation from April 18 on "Recognizing and Managing Bear Markets" by Don Beasley is now on the Houston Investors Association website at http://houstoninvestors.com/wp/wp-content/uploads/2009/04/HOUSTON%20April%202009.ppt