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The AAII Orange County Chapter presents...


"What Does Modern Portfolio Theory Look Like Today?"

    Discussed by:

    Jason DiNozzi
    Managing Director, InterGlobal Asset Management

Modern portfolio theory (MPT) comes with a powerful set of tools that can help take the emotional “roller-coaster effect” out of investing and is the best way to achieve long-term capital growth with volatility reduction. Diversification is one of the most misunderstood concepts in investing today. In this presentation, Jason DiNozzi will explain how to be truly diversified, with powerful results. He will show you how new technologies allow MPT to be implemented better than it ever has before and how you can finally take the guesswork out of your investment future.

Attend This Meeting and Learn...
Why chasing the “dog’s tail” is futile
Why a dollar made vs. a dollar lost are not the same
Why reducing volatility is the key to long-term investment success

  MEETING DETAILS
Date:
Saturday, April 5, 2014
Time:
8:30 a.m.    Registration/Social
9:00 a.m.    Program
10:30 - 11:00 a.m.    Q&A
Location:
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
714/754-5158
[ Map This Location ]
Payment:
At the Door, Everyone, $5/person
  SUBGROUPS

Subgroups
Income Group
Randy MacLeod, incomesubgroup@gmail.com, 714/847-4054 and Bob Welge, bobw@robertsfinancialmanagement.com, 714/593-2312
Next meeting: Announcements at chapter meetings or use contact information above.
Topic: “Generate Income From Your Portfolio”
Leader: Randy MacLeod
Location: Varies. Use contact information above.

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