The AAII Los Angeles Chapter presents...
"Building a Portfolio for the Next 15 Years "
Discussed by:
Matt McCall
Founder and President, Penn Financial Group
Using his “Macro-to-Micro” approach to investing, Matt will discuss the use of S&P 500 sectors to anchor your portfolio. Matt will show the most efficient ways to invest in these sectors using exchange-traded funds (ETFs). Given the real possibility of another bear market and a continuing low-yield environment, Matt will present his best ideas on investing for capital preservation and for generating income. He will also give attendees a sneak preview of his new website
www.NicheETFinvestor.com (to launch in July) and will discuss how to use it to select ETFs.
| Attend This Meeting and Learn... |
 | Which sectors to invest in for the next 15 years |
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| Which ETFs best cover these sectors
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| Where to invest for capital preservation and for generating income
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Mining for Information Gold in Barron’s Weekly
Discussed by:
Don Gimpel, Ph.D.
Board Member, AAII Los Angeles Chapter
Everyone wants to know how to answer the question “What do you think the market is going to do this year?” Some investors subscribe to newsletters and listen to “talking heads,” but it is possible that all the information that you need to make up your own mind is readily available in Barron’s Weekly. You just need to know where to look and how to interpret what you read. Don Gimpel will walk us through Barron’s Market Week, showing you where to find critical investment information and how to interpret it.
| Attend This Meeting and Learn... |
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| How to predict what the S&P 500 might do in the next six months |
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| How to gauge how people feel about business conditions
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| How to evaluate the health of American companies
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| How to predict the direction of short-term interest rates
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