Downloads from May 2011 HIA meeting

Evidence-Based Investing SIG: Speaker: Leigh Anderson

Topic: Small and Cheap (View or Download (PDF file) 2011-05-smallcheap)

Investing orthodoxy touts the superior performance of small-cap and/or value stocks. Can passive investors use small-cap and value ETFs to outperform other equity classes? Can active investors pick the OTC company that will be the next Google?

Downloads from April 2011 HIA meeting

Here are presentations from the April 2011 HIA meeting. Click to view or download.

Evidence-Based Investing & ETF & Market Outlook SIG: Speaker: Leigh Anderson

Topic: “Portfolio Diversification Strategies: Evidence for what works and what doesn’t.”

Are commodities, gold, TIPS, or REITs good inflation hedges? Should you hold inverse funds? Diversify with “volatility exposure”? Asset allocation in the face of disaster? A quick tour through conventional ideas and objective evidence.

Download: Evidence-Based Investing November 2010

Topic: ““ETFs and Global Macro: Are We All George Soros Now?”

The rise of indexation and index-based portfolio strategies has profoundly affected the market itself. Eternal verities such as value investing, fundamental analysis, stock picking, small-cap premium are challenged by huge amounts of money sloshing from ETF to ETF at the click of a mouse. We look at the evidence and consider how individual investors might respond.

available on my website  November 2010

Houston Investors Association meeting January 9, 2010

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=636

Updated 1/5/2010:  featured program topic description (see below)

The monthly meeting of the Houston Investors Association will take place Saturday, January 9, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).


Featured Program:

Paul Charbonnet, founder and author of “Investors FastTrack”

Mr. Charbonnet is well-known in the computerized investing community. He is the founder and author of “Investors FastTrack”, a leading investment software program used by thousands of professional and individual subscribers worldwide.

Topic: Retirement asset allocation and timing strategy

Given the last 10-years of market turmoil, how will you make it through your retirement years. This session help you fine tune your asset allocation and timing to provide a comfortable retirement. The presentation combines Investment Strategy and Financial Planning software. We use Investors FastTrack to construct classical asset allocation strategies and the project the impact of these strategies using Quicken Financial Planner.


Sig Agenda

Continue reading

Buy and Hope (Getting Started SIG) download

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 not to attempt to time the market. We are told to invest in “Stocks for the Long Run”, notwithstanding “In the long run, we are all dead.” The current financial crisis invites us to re-examine this conventional wisdom and look for alternative strategies that might be more effective in volatile bearish or sideways markets over the next several years. We look at research that suggests a simple timing strategy may improve returns and reduce risk.

 

See part one at http://tayara.com/hia/archives/139 (presented in April)

Part two http://houstoninvestors.com/wp/wp-content/uploads/2009/05/2009-05-buyhope.pps  (presented 9 May)

 

(Note: this is a temporary way of accessing the downloads. We are still working on a library to provide them in a more organized way.)

Getting Started SIG for April

Buy and Hope – Can we do better?

The prudent investor is conventionally advised to hold a diversified portfolio of stocks and bonds, periodically rebalancing to fixed asset allocations, and not to attempt to time the market. We are told to invest in “Stocks for the Long Run”, notwithstanding “In the long run, we are all dead.” The current financial crisis invites us to re-examine this conventional wisdom and look for alternative strategies that might be more effective in volatile bearish or sideways markets over the next several years. We look at research that suggests a simple timing strategy may improve returns and reduce risk.