AAII: Seeking Reward While Reducing Risk

Second meeting at our new location -- and now with free cookies!

Two speakers this time -- Charles Rotblut on "Smart Investing: Seeking Reward While Reducing Risk," and Allen Zmyshowski on "The Stock Screening Process--Featuring a Shareholder Yield Screen."

CHARLES ROTBLUT, CFAVice President, AAII; Editor, AAII Journal

Smart Investing: Seeking Reward While Reducing Risk 

Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price. AAII Journal Editor Charles Rotblut gives you actionable strategies for striking a prosperous balance between reward and risk. Attend this meeting and learn:

        Why rebalancing maintains the benefits of diversification and lowers portfolio risk

        A simple strategy for monitoring your portfolio and improving your investment decisions

        How to analyze stocks and why dividends matter 

Reasons to attend:

         Learn about two factors that can help personalize your portfolio allocation

         Discover common behavioral errors and a method for keeping emotions out of your sell decisions

         See the criteria Charles personally looks for in a stock 


Charles Rotblut is a vice president at AAII. He is the editor of the AAII Journal, co-created AAII Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update email. Rotblut is a Wall Street Journal expert panelist and a regular guest on MoneyLife with Chuck Jaffe. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in 2010. Rotblut holds the Chartered Financial Analyst designation and has analyzed both publicly traded and privately held companies. He has worked for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Rotblut regularly speaks to the media, including The Wall Street Journal Radio Network, Canada’s Business News Network, Reuters, and SmartMoney. He has also appeared on CNBC, Bloomberg Television, and Fox Business. 

The meeting will start with 

ALLEN ZMYSHOWSKI Individual Investor, AAII Silicon Valley Chapter’s Computerized Investing Chapter Board Member 

The Stock Screening Process – Featuring a Shareholder Yield Screen 

This session will discuss the development of stock screens using a Shareholder Yield screen as an example.  The session will begin with brief comments on screening and back-testing tools; determining the size of your investment in stock screens; and using screen results as a start for further analysis.  Background on, and development of, the Shareholder Yield screen will then be given along with back-testing results and comparison to benchmarks.  The process of implementing a screen -- including running and updating the screen periodically and estimating and minimizing trading costs -– concludes the session.  Reference material covering additional screens, statistical performance of screens and an overview of volatility control and timing systems will be provided.Here are just a few reasons to attend:

         For those new to stock screening, understand how the stock screening and implementation process works.  For those familiar with screening, a new “Shareholder Yield” screen will be shared.

         See how back-testing can increase your confidence in the stock screens you develop.

         Understand how to compare your screen results to various benchmarks – and why this is important. 

You’ll Learn:

         An overall approach to stock screening -- with pointers to screening and back-testing tools

         A “Shareholder Yield” screen that finds promising stocks

         How this screening approach can be implemented in reasonable time and at reasonable cost 


Al Zmyslowski is an individual investor, a long-time member of AAII and leader of the Silicon Valley chapter’s Computerized Investing group. Al is particularly interested in using computerized investing systems that result in good performance, infrequent trading and a low expenditure of time.  In his “day job” Al is the Senior VP of Engineering, Platform Products Group, for Fujitsu America.

To register / for advance purchase by April 30, or pay at the door:


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