The AAII Portland Chapter presents...

The Stock Screening Process: Featuring a Shareholder Yield Screen

    Discussed by:

    Al Zmyslowski
    Computerized Investing chair, AAII Silicon Valley

In this session, Al Zmyslowski will discuss the development of stock screens using a shareholder yield screen as an example. The session will begin with brief comments on screening and backtesting tools, determining the size of your investment in stock screens, and using screen results as a start for further analysis. Zmyslowski will then discuss the background and development of the shareholder yield screen, along with backtesting results and comparison to benchmarks. The process of implementing a screen, including running and updating the screen periodically and estimating and minimizing trading costs, concludes the session. Reference material covering additional screens, statistical performance of screens and an overview of volatility control and timing systems will be provided.

Attend This Meeting and Learn...
An overall approach to stock screening, with pointers for screening and backtesting tools
About a shareholder yield screen that finds promising stocks
How this screening approach can be implemented in reasonable time and at reasonable cost

Smart Investing: Seeking Reward While Reducing Risk

    Discussed by:
    Charles Rotblut, CFA
    Vice President, AAII; Editor, AAII Journal

Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price. AAII Journal editor Charles Rotblut gives you actionable strategies for striking a prosperous balance between reward and risk.

Attend This Meeting and Learn...
Why rebalancing maintains the benefits of diversification and lowers portfolio risk
A simple strategy for monitoring your portfolio and improving your investment decisions
How to analyze stocks and why dividends matter

Saturday, May 3, 2014
8:40 a.m    Registration/Social
9:00 a.m.    Program
9:00 a.m.–10:15 a.m.    Al Zmyslowski
10:15 a.m.    Refreshments
10:30 a.m.–12:00 p.m.    Charles Rotblut
East Portland Community Center
740 SE 106th Ave.
Portland, Oregon
[ Map This Location ]
In Advance (Postmarked by 4/29), Everyone, $15/person
Or, register online by 5 p.m. 4/30 at

At the Door (space permitting), Everyone, $20/person
No Refunds
Any attendee who has pre-registered or registered at the door may order one DVD of the meeting for personal use only for an additional $10 fee. Contact Janice Walters,, to make a request, or register online.
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  Special Interest Groups (SIGs)


AAII Investment Discussion Group
Contact: Ronald Jones, Discussion Group Chairperson,
Please contact Ron if there is a specific area of interest or topic you’d like to discuss with the group.

Conversations About Investing SIG
Contact: Sr. Rene’ Foster,
The CAI meetings are held the first Tuesday of the month from 7:00 to 8:45 p.m. at the Terwilliger Plaza Retirement Center located at 3545 Terwilliger Blvd. If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene’ Foster to receive the monthly email notice, which has the agenda and other information.

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