The AAII St. Louis Chapter presents...

Is It Worth Trying to Beat the Market? How to Make Sound Choices in Today’s Volatile Markets

    Discussed by:

    Janet Brown
    President, DAL Investment Company; Managing Editor, NoLoad FundX Newsletter

Learn from 30 years of successful fund investing. Janet Brown will share the secrets of the upgrading strategy, which has made NoLoad Fund*X the #1-rated investment newsletter in the Hulbert Financial Digest for the past 25 years on a risk-adjusted basis. Upgrading is a disciplined, quantitative approach that allows investors to successfully participate in a broad range of opportunities as they develop. It is the process of investing in top-performing no-load mutual funds and exchange-traded funds (ETFs), holding them for as long as they outperform their peers and upgrading to the new winners when they don’t. The highly acclaimed upgrading approach meets the challenges of a dynamic market. It combines the ability to recognize opportunities as they arise with the flexibility to move assets when leadership changes to take advantage of those opportunities.

Attend This Meeting and Learn...
Which mutual funds and exchange-traded funds (ETFs) to buy, and when to sell them
How to determine the right mix of growth and safety in your portfolio
How to avoid missed opportunities

Thursday, March 15, 2012
6:30-7:30 p.m.    Registration/Social
6:30 p.m.    Discussion Group
7:00 p.m.    Refreshments
7:30 p.m.    Program
Maryland Heights Centre
2344 McKelvey Rd.
Maryland Heights, MO
[ Map This Location ]
In Advance (by 3/9)
Everyone, $9/person
At the Door
space permitting
Everyone, $12/person
No Refunds

  Special Interest Groups (SIGs)

Discussion Group
Thursday, March 15, 2012; 6:30 p.m.
(same date and location as the chapter meeting)
Brian Bingham will lead a discussion on “Finding the Best Opportunities Is Relatively Easy—Handling Them Properly Takes Knowledge.”


Retirement Planning in the New Millennium
Wednesday, April 4, 2012
Location: Samuel C. Sachs Branch County Library at
7:00 p.m. 16400 Burkhardt Place, Chesterfield, MO 63017-4660. The library is located just off Chesterfield Parkway West and just south of Highway 40.
Mike Thiel,

Stock Selection
Wednesdays, March 21 and April 18, 2012
New Location: Mid County Branch of the St. Louis County Library at 7:00 p.m. 7821 Maryland Avenue, Clayton, MO 63105. Parking lot is on the left (NW corner), library is on the left (NE corner). Free parking after 5:00 p.m.
Brian Bingham, 314/983-0036,

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