Saturday, May 18, 2024
Online Only
Income Investing SIG Meeting
Portfolio Review, and Asset Rotation
with Frank Erzinger
9:30 am – 10:15 am (Central Time)
Please join us for the monthly AAII Houston Income Investing SIG meeting. Frank will provide us with his update on the market outlook, review the recent performance of the Income Investing SIG portfolio, identify high grading positions, and propose a rotation among the assets held by the portfolio.
10:30 am – noon (Central Time)
Past results don’t guarantee future returns, but they can help set reasonable expectations.
Join us as we unlock the secrets of asset allocation. Discover how combining different investments can tame volatility and pave a path toward your financial goals, whether you’re a young risk-taker or a cautious retiree.
Investing is bearing prudent risk for expected future returns. So, how do we know what’s prudent? Studying different investments’ (asset classes) long-term past performance can help set expectations for what they’ll do in the future. Some had higher returns and higher volatility. Some had lower. And when we combine different asset classes in portfolios, we can control how much volatility and return we’re likely to get. Come on a journey as we probe the past to learn what the future will likely hold and unlock the keys to proper portfolio diversification and construction. Leave knowing some easy ways to control and tune your personal journey toward financial success.
Chris Pedersen is Director of Research at The Merriman Financial Education Foundation and creator of the 2 Funds for Life investing approach to augmenting target-date funds. He is an engineer by training, and a new opportunity finder by nature. In his work for the foundation, he develops and maintains a set of best-in-class exchange-traded fund (ETF) recommendations, the customizable Merriman Aggressive Target Date glidepath calculator and regularly contributes to articles and podcasts. Like the rest of the Merriman Foundation staff, his work is motivated by a genuine desire to learn and help, free of any financial incentives or conflicts of interest.
Registration: This meeting will be online only. Please register for this event at AAII Houston May Chapter meeting. After registering, you will receive a confirmation email containing information about joining the meeting.