Archive for the ‘Narrated’ Category

Getting Started — What Was I Thinking???!

Saturday, March 8th, 2008

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What Was I Thinking???! — How our smart brains make us dumb investors.

We investors face no greater challenges than taming our own emotions and avoiding mental errors of our own making. Recent discoveries in Behavioral Economics can help us recognize common decision traps and possibly learn to step around them.

(P.S., for another view of our paleolithic origins, take a look at http://www.10000bcmovie.com/  It is almost as accurate as the average financial journalist article.)

The presentation is based on the book

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Making the Last Check Bounce

Friday, February 8th, 2008

The Getting Started SIG topic for Saturday, 9 Feb 2008 will be:

Making the Last Check Bounce

Exhausting your retirement portfolio before you die can be embarrassing. How much can you safely withdraw each year without running out (or leaving too much to your no-good kids)? The conventional advice from financial planners is more risky than you think. We take a look at the odds in today’s markets, and consider strategies to avoid a dog-food diet.

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Presentation for viewing or download

  • Flash Video version with audio narration, 24 minutes. (Takes a few seconds before video starts). If you have trouble reading the smaller text, you may view the full resolution version below in Internet Explorer.
  • PowerPoint version without audio. (May be viewed online in Internet Explorer or downloaded)

See the agenda of the Houston Investors Association for time/place details.

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Sitting on your Assets

Thursday, January 3rd, 2008

The Getting Started SIG topic for 9.30am 12 January will be:

“Sitting on your Assets – Constructing and maintaining a diversified risk-managed portfolio”

Abstract: If you are not Warren Buffett, then strategic diversification across a range of asset classes is the best way to balance risk and return. We look at the “Yale Model”, the equity-biased asset allocation strategy developed by David Swensen, the highly successful manager of the Yale University endowment.

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Presentation for viewing or download

  • Flash Video version with audio narration, 15 minutes. (Takes a few seconds before video starts). If you have trouble reading the smaller text, you may view the full resolution version below in Internet Explorer.
  • PowerPoint version without audio. (May be viewed online in Internet Explorer or downloaded)

The talk follows ideas in the excellent asset-allocation book Unconventional Success: A Fundamental Approach to Personal Investment by David Swensen:

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