AAII's Essential Investing Principles and Strategies

When:  Sep 9, 2023 from 09:00 to 11:00 (PT)
Associated with  AAII San Diego Chapter

Saturday, September 9, 2023, 9 AM PDT

"AAII's Essential Investing Principles and Strategies"

Join us for our next in-person meeting at our La Jolla/UTC facility to network with other like-minded investors and gain the perspective of AAII Senior Technical Analyst Ray Rondeau.  Ray is the creator of AAII's Video Education Suite, developer of AAII's Active Investing tools, and the author of AAII's Classic Technical Indicators series.  Mr. Rondeau previously spoke to us on April 14, 2018.

Long-term successful investors have a plan and the discipline to follow it.  A significant component of a successful plan is the effectiveness of the strategies of which it is composed.  In this presentation, Ray Rondeau systematically covers and applies several investing strategies to our current market environment.  Focus areas include strategy reasoning, methodology, and interpretation; how to set them up (online for free); historical performance statistics and guidance on monitoring the signals; and the where, when, and how to transact.  The presentation concludes with coverage of the antithetical approach to investing and Rondeau's staple segment, "10 Signs That Your Stock May Be in Trouble."

As an added benefit, three live-event attendees will receive complimentary access to an education class from AAII's new Video Education Suite.  All live and virtual attendees will receive a unique code for a special discount to help us kick off AAII's official offering release. 

 

Join us and learn:

  • How to evaluate the fundamental principles, basic components, key measurements, and potential benefits of an investment strategy and then select the one that is right for you 
  • Several simple methods to lower costs, improve returns and proportional risk across your exchange-traded fund (ETF), stock, and mutual fund positions
  • Effective strategies designed for today's market environment, including a step-by-step walk-through of the "Beating the Market With Half the Risk" approach
  • The basic reasoning and tenants of the antithetical approach for adapting and succeeding in today's highly volatile, globalized market environment

Speaker Bio:
 

Ray Rondeau graduated from Worcester Industrial Technical Institute and Central New England College with a focus on engineering, statistics, and mathematics.  Over the past 20+ years, he has written extensively on technical analysis and various investment strategies and has been featured in numerous publications.  Rondeau has developed several investment tools that have been incorporated into trading and investment platforms, including TradeStation and MetaStock.  He s a member of the National Association of Active Investment Managers (NAAIM) and the Charted Market Technicians Association.  He became a senior technical analyst with AAII in 2022.

   

We look forward to seeing you, asking questions in person, and sharing with other AAII members.   Doors open at 8:30 a.m.  (PDT).  Complimentary coffee and pastries will be ready to enjoy.  Registration is not required to attend in person, but it does help us plan for the meeting.  Please register here if you plan to attend in person.  If you can't attend in person, please feel free to join us for a live webinar broadcast.  Please register here for the Zoom webinar.

Meeting  details:

Saturday, September 9th,  2023.   All times PDT

8:30 a.m.     Registration/Social*/online portal is open at 8:50.
9:00 a.m.     Program starts
10:45 a.m.   Q&A
11:00 a.m.    Meeting Adjourns
11:15 a.m.    No-host lunch (5-minute drive) at The Corner Bakery 

* A special note of gratitude to Evan Kleber for providing coffee and donuts for our meeting.

Location/Registration:

Good  Samaritan Episcopal Church
Roetter Hall   4321 Eastgate Mall, San Diego, CA 92121

This meeting will be in person at the Good Samaritan Episcopal Church (2 blocks north of UTC Westfield Mall).  Enter the parking lot off Eastgate Mall.  Drive straight back and park.  (Please note that parking is free, please disregard the paid parking signs).   Enter Roetter Hall 4 by walking around the south side of the building.  Registration is not required to attend, but it does help with our planning.  Let us know if you are attending by registering here.

For those attending via  the Zoom Webinar:  

Registration is required to attend the live broadcast via Zoom  (click here to register for the Zoom webinar).  After registering, you will receive a confirmation email.  The confirmation email will contain the link for you to join the webinar.  Please retain the email confirmation with your unique personal link to access the webinar.  We recommend that you enter the webinar 10 minutes early to ensure you have access and adjust audio settings, etc., as needed.  The session is open to everyone, so please have them register if they are interested in attending.

Payment:

Please consider supporting the San Diego Chapter of AAII and our educational seminars.  Your efforts support our modernized equipment and ongoing operational costs.  You can make any financial support on the chapter website at www.aaiisandiego.com or in person with Tom Jones, Treasurer.  Your financial support is greatly appreciated.

Meeting details related to the Covid Pandemic:

Please Read the AAII COVID Protocol for In-Person Meetings

In-Person  attendance Covid-19 Acknowledgement

Please browse the chapter website at https://aaiisandiego.com for more information on this event, our sub-groups, and future events. 

If you have any questions, please don't hesitate to contact Rob Bernstein, AAII San Diego chapter president, at rob@rgbcapitalgroup.com or 858-367-5200.

Location

Good Samaritan Episcopal Church
4321 Eastgate Mall
Roetter Hall
San Diego, CA 92121
Dial-in Instructions:

Contact

Rob Bernstein
8583675200
rob@rgbcapitalgroup.com

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