The AAII Silicon Valley Chapter presents...
"Process-Driven Investing Using ETFs"
Discussed by:
F. Chris Greene, CFA
Founder, ETFreplay.com
While exchange-traded funds (ETFs) have become popular in recent years, most investors do not have access to good research tools for analyzing this powerful set of securities. While you may be interested in adding an ETF program to your portfolio, you are likely unsure on how to proceed with your research. Chris Greene will review specific techniques for ETF investing. He will present a process for testing your ideas before you put your hard-earned money to work. Greene will also discuss advanced portfolio-management techniques that allow you to participate in uptrends while avoiding large drawdowns.
| Attend This Meeting and Learn... |
 | How to organize the ETF universe into a logical framework |
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| How to understand differences between stock analysis and ETF analysis
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| How back-testing can be your most potent research tool
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Tips and Tricks Every ETF Investor Should Know
Discussed by:
Richard Farkas, CMT
President, Strategic Global Investment Services
Building a portfolio, whether it is for growth, income or both, is no small task. We will discuss the most common pitfalls and problems facing exchange-traded fund (ETF) investors today, as well as potential solutions, proper execution of trades, and other often-overlooked considerations for investors oriented toward exchange-traded products.
| Attend This Meeting and Learn... |
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| The importance of an investment policy statement (ISP) |
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| The 5 common mistakes made by ETF investors—individuals and institutions alike
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| That not all exchange-traded products are created equal—some are more equal than others
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