We review the “Ivy Portfolio” by Mebane Faber, and discuss a comprehensive strategy for “hedge-fund-like returns” (minus the blow-ups) through a diversified and risk-managed portfolio of ETFs.
The Ivy Portfolio (Getting Started SIG 13 June)
June 13th, 2009Ten books
June 6th, 2009… on technical trading/investing
Click for PowerPoint
Buy and Hope – Can we do better? part 2
May 9th, 2009We 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.
Buy and Hope – Can we do better?
April 16th, 2009On Saturday, 18 April the Getting Started SIG will present:
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.
View or download PowerPoint slides
Here is the link to the Mebane Faber paper referenced in the presentation
Houston Investors Association Monthly Meeting 18 April
April 16th, 2009If you have trouble reading this in email, please click
http://tayara.com/hia/archives/136
Monthly Meeting NoticeThe monthly meeting of the Houston Investors Association will take place Saturday, 18 April, 2009 at Melcher Hall, on University of Houston Campus 4800 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 meeting for the SIG topics and meeting room schedules. |
Featured Presentation:"RECOGNIZING AND MANAGING BEAR MARKETS"Don Beasley, PrincipalBiography: Prior to co-founding Athens Capital Group, LLC, Don Beasley began his professional money management career in 1988. In 1999 he founded PMFM, Inc., providing asset management services to a wide range of clients including individuals, corporations, qualified plans and trust accounts. Don Beasley is also cofounder of 401KToolbox.com, a national innovator of 401(k) portfolio management services. PMFM and 401K Toolbox.com have over $800 million under management. He has been a featured speaker on topics including technical market analysis and quantitative criteria for mutual fund selection and management. Don received his Bachelor of Sciences degrees in Mathematics and Physical Education, and his Masters in Administration from Northwestern Louisiana. |
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. |
| 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. |
| Leigh Anderson HIA Communications hia@tayara.com http://www.houstoninvestors.com |
Are We There, Yet?
March 10th, 2009On Saturday, 14 March the Getting Started SIG will present:
Are We There, Yet?
We revisit valuation measures we have applied to the market in the past, as well as various forecasts of impending booms and crashes currently in vogue. Are we near a bottom, or headed down to zero on the Dow? Will the real P/E please stand up?
Click here to view a PowerPoint slideshow of the presentation
Houston Investors Association Monthly Meeting 14 March
March 10th, 2009If you have trouble reading this in email, please click
http://tayara.com/hia/archives/130
Monthly Meeting NoticeThe monthly meeting of the Houston Investors Association will take place Saturday, 14 March, 2009 at Melcher Hall, on University of Houston Campus 4800 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 meeting for the SIG topics and meeting room schedules. |
Featured Presentation:George E. Clausen "CGM’s - What Approach is Right for You?" |
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. |
| 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. |
| Leigh Anderson HIA Communications hia@tayara.com http://www.houstoninvestors.com |
Where are the customers’ yachts?
February 9th, 2009On Saturday, 14 February, at Houston Investors Association the Getting Started SIG will present:
Where are the customers’ yachts?
If you compare the financial services industry to the used car business, you are doing an injustice to the used car business. We will take a look at fees, counter-incentives, conflicting interests, and industry structure that stack the deck against you. Forewarned is forearmed.
Click to view the talk as a PowerPoint slideshow.
Houston Investors Association Monthly Meeting 14 Feb.
February 9th, 2009If you have trouble reading this in email, please click http://tayara.com/hia/archives/122
Monthly Meeting NoticeThe monthly meeting of the Houston Investors Association will take place Saturday, 14 February, 2009 at Melcher Hall, on University of Houston Campus 4800 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 meeting for the SIG topics and meeting room schedules. |
Featured Presentation:Jeff Friedberg
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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. |
| 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. |
| Leigh Anderson HIA Communications hia@tayara.com http://www.houstoninvestors.com |
Run your own hedge fund for fun and profit
January 10th, 2009The original idea of hedge funds was to provide modest but steady returns over all market conditions. (That was before they became the high-risk bad boys of Wall Street.) But even the best hedge funds charge high fees, require large commitments, and operate with limited transparency. As an alternative we present a surprisingly simple, easy, and effective strategy you can implement yourself with ETFs.
View online as a PowerPoint slideshow