HIA Meeting – Feb 11 – Eddie Cohen – How to Generate Income in a Low Growth, Low Return and Low Interest Rate Environment – University Center
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.
Main Program: Wayne York, HIA
“Are We Moving Into a Bear Market? – A Technical Assessment”
Download Wayne York HIA PRESENTATION 02 13 16
An important element of stock market investing and assessing market risk is determining if the market is a bull or bear. Wayne will discuss technical indicators such a moving averages, momentum indicators as well as point and figure charting that have been very useful in the past in making that assessment. He will focus on whether he believes we are currently moving into a new bear market, or continuing on with the existing bull market. In addition, he will provide resources – mostly free – that he uses for his research. Continue reading
Main Meeting: Moderator: Cleve Fontenot
Panelists: Jeff Friedberg, Leigh Anderson, Larry Smith Continue reading
Founder and President, SumGrowth Strategies
Topic: “True Sector Rotation: Breaking Through the Efficient Frontier?”
Automated “True Sector Rotation” enables investors to concentrate on strategy and portfolio construction without the burdensome and confusing process of selecting, tuning, and interpreting indicator algorithms. Its underlying mathematics optimally extracts trend signals from market data by employing the cross-disciplinary sciences of electronic signal processing and matched filter theory. By owning only the trend leader, one can simultaneously improve returns and reduce risk. Although complex “under the hood,” it’s simple interface and automated trade alerts make it easy to use. Continue reading
Friedberg Investment Management
Topic: “What’s Wrong With Wall Street and What’s the Antidote?”
Also Q&A on individual companies.
(1) Overview of the energy markets (current price of OIL, reason for recent WTI price decline, expected future price behavior),
(2) Building dividend growth portfolio,
(3) and Specific review of new energy plays / stocks.