Houston Investors Association Meeting, 9 July

If you receive this notice via email, you can read it on the web at

http://houstoninvestors.com/wp/?p=1003

The monthly meeting of the Houston Investors Association will take place Saturday, July 9, 2011 at  University Center on University of Houston Campus, Houston, TX.

  • Remember the new meeting location at University Center Building
  • The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map

Main Meeting:

Don Wilson: Validation Test of Asset Class Risk Management

• Define Asset Class Risk Management.
• What comes first – Market Risk Management?
• Tactical Risk Management Models with a New Twist.
• Validation Test Results for Asset Allocation Risk/Timing Models Explained.
• Closing – It’s not what you make. It’s what you keep that matters.
• Making Money by Not Losing It.

Don’s background has been in large corporations and later in small businesses. He is retired now, but before that he was a business owner. He has successfully owned/bought/sold several small businesses. He started his Tango5 effort to begin teaching his adult children how to invest his way, the Tango way. It just developed from there, now he has several hundred others, including money managers around the country, and a few overseas using this process for investing. These Market Risk Management Models are based first on capital preservation and making money is second. The TangoETF Asset Allocation Rotation Model subscription service is an automatic mechanical ETF trading method, with a complete report, with instructions for “What and When to Buy Sell or Hold”. For more visit, www.donsfunds.com.


HIA’s July 9, 2011 Agenda

— 08:30 AM —

Stock Market SIG: Speaker: Al Robison

Topic:  “Market Discussion”

Al will lead a discussion of this still difficult market and how we might conceivably make some money in it. Please bring your own best ideas, and we’ll talk about them.

Derivatives / Advanced Options SIG: Speaker: Jim McWilliams

Topic: “Greeks”

Jim McWilliams will be talking about having a trading plan and how to manage the plan with the Greeks.

Trading 101 SIG: Speakers: John Godell & Ron Stockstill

Topics: “Big Picture & Future SIG topics”

John and Ron will provide a quick review of the Big Picture.  They will continue reviewing Bill William’s book Number 1, Trading Chaos.

— 09:30 AM —

Evidence-Based Investing SIG: Speaker: Leigh Anderson

Topic: “The Big (and not-so-big) Mo”

Some momentum strategies that seem to work, and some that don’t.

ETF & Market Outlook SIG: Speaker: Don Wilson

Topic:  “Junk Bonds and other Low Volatility Bonds along with general discussion of ETF’s. ”

Fixed Income SIG:  Speaker: John Bott (Tri-Star Financial)

Topic: “The 15 Reasons the Stock Market Should Go UP and Why it Won’t”

— 10:45 AM —

Club Business: Speaker: Gus Salinas

— 11:00 AM —

Main Meeting:  Speaker: Don Wilson

Validation Test of Asset Class Risk Management

— 12:45 PM —

Future/Commodities SIG: Featured Speakers: Gus Salinas & Phil Langford

Topics: “To be Announced.”


see also the    Downloads from June 2011 meeting


Coffee and doughnuts at HIA meetings are generously provided by John Bott of Tri-Star Financial.


The Houston Investors Association, founded in 1981, is a non-profit association of active investors with a wide range of investment experience and interests. Members meet monthly to exchange investment knowledge and ideas in an informal and friendly environment.

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Leigh Anderson
HIA Communications Director
Questions? Email leigh@houstoninvestors.com

http://www.houstoninvestors.com/

Downloads from June 2011 meeting

Evidence-Based Investing SIG: Speaker: Leigh Anderson

Topic: “What a Time We Had!”
Q: Over the last decade, which timing strategies beat the market? A: All of them, including flipping a coin. If you are a market timer and didn’t beat the market, you have some explaining to do.

Click to view/download PDF file 2011-06-timing

Ken Wood’s slides from the panel discussion

HIA Panel 6_11

Houston Investors Association meeting April 10, 2010

(Updated 4/6/2010 with SIG and speaker information)

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?page_id=55

This notice is a reminder; we will follow with more specific information on the speaker and SIG topics.

The monthly meeting of the Houston Investors Association will take place Saturday, April 10, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).


Featured Program (11:00 am)

Bruce Robinson, President of Omniphase Systems

Topic: “Active Investment Management – Return on Activity”

Although it seems intuitive that more analysis and more frequent trading  should yield significantly higher results, this is not the case in many  areas. In fact, some of the common commercial systems in use today do  not need to hold as many issues, nor trade as much as they currently do  in order to achieve out-performance. This can run counter to conventional   wisdom, and this talk will demonstrate two example ETF systems to illustrate the point, and will also show some new ways of evaluating trading systems.

Although it seems intuitive that more analysis and more frequent trading should yield significantly higher results, this is not the case in many areas. In fact, some of the common commercial systems in use today do not need to hold as many issues, nor trade as much as they currently do in order to achieve out-performance. This can run counter to conventional wisdom, and this talk will demonstrate two example ETF systems to illustrate the point, and will also show some new ways of evaluating trading systems. Continue reading

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.

HIA Monthly Meeting 10 January

 

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 10 January 2009 at Melcher Hall, on University of Houston Campus4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meetingfor the SIG topics and meeting room schedules.

Featured Presentation:

John Godell
The “Big Picture” Stock Market Index Analysis

This analysis is designed for the investor who is a little intimidated by it all–who would like to be in the market at the right time and get out at the right time.  Through the science of chaos and non-linear dynamics see how to distill and process seemingly random data into a higher level of order.  Learn how to invest in a Bull Market, and be safely in the Money Market Funds when the Bear Market starts.

John is leader of HIA’s “Trading 101´´ sig and has been a member of and teacher at HIA for 18 years. He writes:

    Graduated from UT Austin in 1968 with studies in Philosophy and Cultural Anthropology,  Later returned to UT and took accounting and business courses and passed the CPA exam in 1979.  Started teaching at HIA in 1992.  I have taught Glen Neely’s Mastering Elliott Wave, Bill William’s two books, Trading Chaos and New Dimensions in Trading.  Along with Ron Stockstill, I  taught Van Tharp’s book, Trade Your Way to Financial Freedom.  I also taught some of the work from Eric Prentis’ book, The Astute Speculator.