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Saturday, November 21, 2009 |
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The AAII Cleveland Chapter presents...
The Style Box: Investment Cliché or Useful Investing Perspective?
Discussed by:
Joe Rudy
Lifelong Investor and AAII Member
Popularized by the Morningstar investment service, the style box has become a ubiquitous framework in the investment industry for classifying stocks, mutual funds and other securities. But is it of value to the individual investor? With a modest understanding of markets and economics, the average investor can use it as an effective tool for improving investment performance. Whether you are an active trader or a passive mutual fund investor, the style box can offer valuable insights for managing your investment portfolio.
| Attend This Meeting and Learn... |
 | General economic/market forces and their impact on the equity asset classes represented by the style box |
 | How to use economic/financial metrics to improve your investment performance
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 | Empirical data that both traders and more passive investors can use to improve their results
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Return to Cleveland Chapter home page
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Stock Investor Pro
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Product Info
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