The AAII Research Triangle Chapter presents...

Not Your Grandfather’s Mutual Fund, Part III

    Discussed by:

    Bill Dix
    Founder and Managing Member, Fortune Management, LLC

If you see market risk as more or less than a year ago, have you made changes to your risk allocation? Are you more diversified or less? Should your risk outlook affect how you select funds, or your allocation, or both? For this session, let’s revisit portfolio construction, risk and allocation. Then we’ll circle back to discuss examples of mainstream and not-so-mainstream fund alternatives to highlight their risk and reward characteristics. We will conclude with specific recommendations for funds, ETFs and websites for your further consideration as well as Dilbert’s Guide to Investing.

Attend This Meeting and Learn...
Which of the four basic worldviews of investing you use (know thyself)
What you should do before trying to pick funds for your portfolio (start with the end in mind)
Whether high frequency trading is your problem or the fund’s problem (mission impossible)

Saturday, October 9, 2010
10:00 a.m.    Program
11:30 a.m.    Q&A
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC
[ Map This Location ]
At the Door Registration, Everyone, $5/person
No Refunds

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