The AAII Pittsburgh Chapter presents...

Combining Money Management, Portfolio Metrics and Strategies for Investing and Trading

    Discussed by:

    Paul Grems Duncan
    Leader, Tri-State Investors Group

There is more to investing than just your bank account balance, and appropriate measurements can help you understand whether you are taking too much risk for the gains you are achieving. This presentation will focus on metrics for managing money. Specifically, we will discuss how to benchmark your holdings with respect to gain and drawdown. We will illustrate this technique with actual portfolio implementations and an Excel workbook that exercises the formulas involved. We will discuss stock selection within different strategies and will demonstrate the process using optimized moving averages and effective-volume concepts.

Attend This Meeting and Learn...
How to employ money management tools such as Calmar ratio, mathematical expectation, Sharpe ratio, and pessimistic return ratio
How to apply appropriate metrics to strategies such as Connor’s mean reversion approach, a modified AAII Shadow Stock Portfolio strategy, and others
How to segment your portfolio into different strategies yet operate from the same account

Tuesday, September 13, 2011
7:00 – 7:30 p.m.    Registration/Social
7:30 – 9:00 p.m.    Program
Comfort Inn Pittsburgh East
699 Rodi Road
Pittsburgh, PA 15235
[ Map This Location ]
In Advance (by 9/9), Everyone, $10/person
At the Door space permitting, Everyone, $14/person
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No Refunds.

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