Archive for the ‘Presentations’ Category

Calendar Effect and Option Strategy

Monday, September 6th, 2010

Combined strategy to exploit two prominent anomalies: “Turn of the Month” effect and put options premium pricing.

View presentation: 2010-09-CalendarOption

Getting Started SIG, July 2010

Thursday, July 15th, 2010

“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.

Click to view or download the PowerPoint file

Getting Started SIG, June 2010

Saturday, 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.

Click to view or download the PowerPoint file

Getting Started SIG, April 2010

Saturday, 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.

Click to view or download the PowerPoint file

Getting Started SIG 13 March

Wednesday, 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.

Click to view or download the PowerPoint file

Getting Stated SIG 13 Feb. 2010

Saturday, 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

Saturday, January 9th, 2010

The 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.”

Click to view or download the PowerPoint file

Getting Stated SIG 19 December

Wednesday, December 23rd, 2009

Here 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.

Click to view or download the PowerPoint file

Getting Started SIG 14 November

Saturday, November 14th, 2009

Here is the SIG presentation.

Continuing the theme of income-oriented investments, plus some comments on current market conditions and possiblity of a bubble.

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Getting Started SIG 10 October

Saturday, October 10th, 2009

Here is the SIG presentation.

A look at specific funds for implementing a conservative, diversified bond strategy

Click to view or download the PowerPoint file