The AAII Charlotte Chapter presents...

"Hedging a Buy-and-Hold Portfolio Using Bear Funds"

    Discussed by:

    George E. Clausen
    President, Clausen Capital Management

George will review how he determines when market risk is in his favor or not in his favor. Once he decides risk is not in his favor, he will show how he uses bear funds to move his portfolios to a market-neutral position. His objective is to protect his portfolios with single-digit drawdowns during major market declines.

Attend This Meeting and Learn...
An example of how to measure market risk
A real-time example of using a bear fund to reduce market volatility
The impact of hedging a portfolio using bear funds during periods of market decline
A real-time example of how to determine the amount of hedge to apply to a portfolio

Saturday, December 11, 2010
8:00 - 9:30 a.m.    Roundtable Meeting
9:30 a.m.    Registration/Refreshments
10:00 - 11:30 a.m.    Program
11:30 a.m.    Q&A
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
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At the Door, AAII Member & Spouse, $5/person;
Nonmembers, $10/person; First-Time Visitors, free
No Refunds

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