Getting Started SIG

Getting Started SIG, July 2010

Webmaster — Thu, 15 Jul 2010 19:46:30 +0000

“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.

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Getting Started SIG, June 2010

Webmaster — Sat, 12 Jun 2010 21:09:16 +0000

“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.

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Getting Started SIG, April 2010

Webmaster — Sat, 10 Apr 2010 21:04:13 +0000

“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.

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Getting Started SIG 13 March

Webmaster — Wed, 17 Mar 2010 21:25:50 +0000

“I Know a Hundred Things that Don’t Work”

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Getting Stated SIG 13 Feb. 2010

Webmaster — Sat, 13 Feb 2010 20:59:50 +0000

“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.

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Click here to order the book from Amazon.com

Getting Stated SIG 9 January 2010

Webmaster — Sat, 09 Jan 2010 21:20:27 +0000

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.”

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Getting Stated SIG 19 December

Webmaster — Wed, 23 Dec 2009 17:34:42 +0000

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

Houston Investors Association Meeting

Webmaster — Sat, 12 Dec 2009 16:31:57 +0000

The 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

Webmaster — Sun, 15 Nov 2009 01:40:13 +0000

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

Webmaster — Sat, 10 Oct 2009 22:33:00 +0000

Here is the SIG presentation.

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

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