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AAII Stock Screens (part 2 of 2)

The Andex Chart: - Illustrates the growth of $1 invested in U.S. and global markets since 1926 - Eight indexes pictured include U.S. small-cap stocks, S&P 500, global ex-U.S. stock markets, government bonds, fixed-term investments, Treasury bills, inflation, and a hypothetical balanced portfolio - Each chart provides detailed context for market downturns and recoveries, including U.S. presidencies, wars, employment rates, commodity prices, minimum wage, recessions, droughts, historic political events, and more - New for 2010: “Market Timing Risk” graph highlights the impact for investors of missing the one best month of an annual return This is part 1 of a 2-part session that will focus on the 60 various stock screens which AAII tracks on a monthly basis since January 1998 (This 2-part presentation was previously given as a single session in Atlanta in September 2008 and Charlotte in January 2010).
Session 1 of 2 - Focus on the 60 Stock Screens tracked by AAII (screen "recipe", historical returns, volatility and statistical summary)
Session 2 of 2 - Focus on building and managing a portfolio of stocks (portfolio size, position sizing, scaling into positions/portfolio, risk management, money management, correlation between screens)

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  • A former member
    A former member

    Very good discussion of porfolio mnagement and risk control -- two topics that have saved my bacon and improved the quality of my sleep over the last few years.

    July 19, 2010

  • Valentin V.

    Simple yet powerful lessons for the individual investor!

    July 18, 2010

  • Orrill M.

    Another first class presentation by Bill Lyman.

    July 18, 2010

  • voncile r.

    Excellent coverage on Stocks and building a portfolio. I appreciate the knowledge provided in the class.

    July 15, 2010

  • Bill H.

    4.25 stars
    I think we need a part three as well.

    thank you again Bill and Tara

    July 14, 2010

  • Helen H.

    The information was both relevant and understandable. This was a good session for both new and old students of the markets.

    July 14, 2010

  • Chris F.

    Thanks Bill...great actionable information

    July 14, 2010

  • A former member
    A former member

    After a stellar part 1, my expectations for part 2 were high. Unfortunately, part 2 was not up to the level of part 1. The presentation would have benefitted greatly from walk-throughs of case studies. Start with basic considerations slide, then select rules for growth, value and shadow portfolios, then walk through some actual portfolio decisions for each.

    July 14, 2010

  • Gil W.

    Bill gave a very clear presentation on the importance of portfolio management, which is often overlooked by many investors. I really enjoyed it and appreciated the insights on the topic.

    July 14, 2010

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