- Income SIG spreadsheet: Income_5_13_pt | Income Portfolio
- Trading SIG: doc00171120170512150017 | 2017 Trading 101 Document
- Member Generated Charts
HIA returns to its “usual” meeting times and location.
John Bott – Parallax Investments, LLC
Topic: “Economic Snap Shot”
Mr. Bott is President and Chief Investment Officer of Parallax Investments, LLC. He as a career that spans over 38 years dealing in municipal, treasury, mortgage-backed securities, corporate bonds and stocks. He has also dealt in commodities, futures, interest rate swaps and all types of mutual funds. His clients have consisted of asset managers, bankers, credit unions, pension funds, foundations, corporations, life insurance companies, municipalities, retirement accounts, and individual clients. He has been a guest speaker in programs for the Dallas Investors Forum, the Woodlands Investors Group, and The Houston Investors Association. Mr. Bott is an alumnus of the University of Houston and Southwest Texas State University and currently lives in Pearland with his wife Debra. They have 7 children and 16 grandchildren.
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.