“Putting (for) Green?”
Can conservative investors make money with put and call options? We take a look at strategies for writing covered options to provide income and reduce risk in actively managed portfolios.
Getting Started SIG, July 2010
July 15th, 2010Getting Started SIG, June 2010
June 12th, 2010“Hedging your portfolio for Inflation/Deflation with ETFs”
We look at how inflation and deflation affect assets and look for investible ETFs that might provide some defense.
Getting Started SIG, April 2010
April 10th, 2010“Some things that might work”
We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. This week we look at a few strategies that seem promising.
Getting Started SIG 13 March
March 17th, 2010“I Know a Hundred Things that Don’t Work”
We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. And a few of them actually seem to work.
Getting Stated SIG 13 Feb. 2010
February 13th, 2010“The Bogleheads’ Guide to Retirement Planning”
We’ll review some key lessons from this new book on how to plan for, invest for, and manage your retirement. Advice for youngsters just starting out, and oldsters already in retirement.
Click to view or download the PowerPoint file
Click here to order the book from Amazon.com
Getting Stated SIG 9 January 2010
January 9th, 2010The Year of Living Dangerously
A retrospective of how several portfolio strategies would have faired over the last year (or two). Also a quick review of two fundamental investing books by William Bernstein.”
Getting Stated SIG 19 December
December 23rd, 2009Here is the presentation on sources of information for the investor:
We will look in depth at two valuable sources of information for the beginning (and advanced) investor: Morningstar “premium” services and the American Association of Independent Investors.
Houston Investors Association Meeting
December 12th, 2009The monthly meeting of the Houston Investors Association will take place Saturday, December 19, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The topic will be “HIA Annual Roundtable”
In the “Getting Started SIG” we will look in depth at two valuable sources of information for the beginning (and advanced) investor: Morningstar “premium” services and the American Association of Independent Investors.
See http://houstoninvestors.com/wp/?p=619 for meeting details.
Getting Started SIG 14 November
November 14th, 2009Here is the SIG presentation.
Continuing the theme of income-oriented investments, plus some comments on current market conditions and possiblity of a bubble.
Getting Started SIG 10 October
October 10th, 2009Here is the SIG presentation.
A look at specific funds for implementing a conservative, diversified bond strategy