The AAII Orange County Chapter presents...

Building a Robust Portfolio for the Challenging Decade Ahead

    Discussed by:

    David Johnson
    Chief Investment Officer, Global Capital Group

David Johnson will share his opinions on what lies ahead in the next decade, and what individual investors can do about it. He will cover lessons from the Harvard and Yale Endowments and numerous studies of actual results showing that adding diversified, non-correlated alternative investments to portfolios has not only increased returns beyond traditional portfolios but has done so with significantly less risk. Stocks, bonds, managed futures, and real estate all have their places in the robust portfolio for the next decade. The key is learning what each has to offer and how to use them effectively in this challenging investing environment.

Attend This Meeting and Learn...
Why we are in a secular bear market, how much longer it will last, and how to potentially profit from it
What studies show is the most critical ingredient to add to a retirement portfolio and why
How to use worst-case analysis to design a prosperous retirement portfolio in the event of market decline

Saturday, September 8, 2012
8:30 a.m.    Registration/Social
9:00 – 10:30 a.m.    Program
10:30 – 11:00 a.m.    Q&A
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
[ Map This Location ]
At the Door, Everyone, $5/person

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