- SMF Add In and IIEX Excel Worksheet
- semiconductor index – using SMF Add In 4 6 17
- SOXX Index as of 4 5 17
SIGS begin at 8:30am
Main Program at 11:00
Agenda details to be posted later.
The following programs are planned for future HIA meetings. See Locations for directions to the meetings
Houston Investors Association usually meets on the second Saturday of each month at the University of Houston central campus, in the University Center (Student Center South, building 565) . The usual meeting rooms are on the second floor. The date and rooms may vary, so check the published meeting notice.
Note that the official building address (4455 University Dr.) is not the physical address! Follow the map!
Parking is available in parking lot 20A to the east of the UC, on Calhoun. Other parking is sometimes available, but on your first visit it is easier to park in lot 20A.
From all the topics and books that have been taught John would like to present a “Trading Methodology”.
1. Present the methods used to uncover the long term and intermediate term trend.
2. Help an investor eliminate any confusion about analyzing the Bigger Picture for understanding
the long term and intermediate term trends.
3. Present a few actionable trading strategies to answer the question “How likely is the market
to continue trading in a trend or is it likely to trade sideways.
4. Knowing the trend, what I consider to be the most cost effective way to use this knowledge to Invest.
Dan runs Energy Prospectus Group which includes +500 paying members
who receive impartial reviews recommendation concerning ENERGY.
Energy Prospectus Group (EPG) is a networking organization for private investors that are
heavily invested in the energy sector. Members are geologists, engineers, land men,
financial professionals and small business owners. Many of them have decades of
experience in the energy industry.
Panelists: Jeff Friedberg, Dan Marburger, Leigh Anderson
From Stockmarket SIG (David Neary)
From Roundtable Discussion
View Leigh Anderson’s Asset Class Total Performance charts
The presentation will provide a brief theoretical background on different areas of financial modeling and focus on how individual investors can use the available online tools for investment and portfolio analysis.
Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis tools for exploring factor regressions, correlations and efficient frontiers.
Tuomo Lampinen is a software entrepreneur and an independent researcher focusing on quantitative investing and financial modeling. He’s the founder of Silicon Cloud Technologies LLC and the author of Portfolio Visualizer online platform for quantitative investment analysis tools. Prior to starting Silicon Cloud Technologies LLC Tuomo was the co-founder and CTO of Consilience Software Inc., a case management software company, which was acquired by Xerox in 2014. Tuomo received his Master’s in Computer Science from Helsinki University of Technology.
Downloads from the meeting
Brian Thomas will speak on Real Estate Investment Trusts: Taking a Public and Private Look at Real Estate Allocations.
Topic: Understanding Annuities from All Angles
Annuities are a much maligned, much misunderstood, and much debated topic – yet hundreds of billions of dollars of annuities are being sold every year. Are they really a high priced insurance scam as some people say, or might they be an essential foundation to your portfolio in retirement? Come and learn about all sides of this issue, and then be in a position to make an informed decision for yourself. Continue reading
Downloads from today’s meeting
Main Meeting: Guest Speaker: Mike Robertson
Topic: Where are the Markets Headed for the Next 50 Years
Mike Robertson, host of the top investment show Straight Talk Money will discuss where the markets are headed, why quantitative easing and low interest rates have not worked plus where he sees the markets heading from here. Learn about the ups, downs and turnarounds from a veteran investment professional with 40 years experience. Continue reading
Cleve Fontenot: chairman
Jeff Friedberg will be our speaker at the May 14th main session. He will make a few comments about the market and the lead a discussion. Members should come prepared to ask questions and participate in the discussion.
John manages all types of accounts and portfolios including individual investment accounts, tax deferred retirement plans, trusts for estate planning, and corporate financial management accounts. He has dealt in municipal, treasury, mortgage-backed securities, corporate bonds, commodities, futures, interest rate swaps and all types of mutual funds since 1975.