Houston Chapter Future Meetings
Mark Your Calendar!

Tuesday, November, 11, 2014
Speaker: Julie Jason, Grant Investment Advisers, Inc.
Topic: Managing Retirement Wealth

Saturday, January 10, 2015
Topic: TBA
Speaker: TBA

The AAII Houston Chapter presents...

"A Case for Index Fund Portfolios"

    Discussed by:

    Richard A. Ferri CFA
    Founder, Portfolio Solutions

The success of index investing in individual asset class categories has been widely documented, but surprisingly little research is available that compares the performance of diversified portfolios of index funds with portfolios of actively managed funds. A prudent mutual fund selection strategy is important to an investor’s wealth accumulation. Rick Ferri’s research is unique in comparing two distinct strategies: one that selects low-cost market-tracking index funds exclusively and a second that selects from actively managed funds that attempt to outperform the markets. He found overwhelming evidence in support of an all-index-fund strategy. The probability of outperformance using the simplest index fund portfolio starts in the 80th percentile and increases from there.

Attend This Meeting and Learn...
About portfolio design using index funds
How a portfolio of index funds outperforms active funds even more than on a single fund comparison basis
Why there is an extremely low chance of picking a portfolio of active funds that outperforms a portfolio of index funds

Saturday, September 13, 2014
8:30 a.m.    Registration/Social/Refreshments
9:00 a.m.    Focus Presentation
9:45 a.m.    Break
10:00 a.m.    Program
11:00 a.m.    Q&A
Sosa Community Center
1414 Wirt Road
Houston, TX 77055
[ Map This Location ]
In Advance
AAII Member and Family, $15/person; Nonmembers, $20/person
PayPal link: http://tinyurl.com/6n9km8k

At the Door
Everyone, $20/person
No Refunds

Pay Online
  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Options SIG
Contact: Rohit Millstein,
Meetings are held on the first Tuesday of the month at the Sosa Center (1414 Wirth Rd., Houston, 77055) at 6:30 p.m. Beginners are encouraged to contact Rohit to organize special sessions. Upcoming meeting dates are as follows:
September 2, October 7, November 4

Computerized Investing SIG
Contact: Keith Drake, keith.drake@earthlink.net
Meetings are held on the third Tuesday of every other month at the Sosa Center (1414 Wirt Rd., Houston, 77055) at 7:00 p.m. Upcoming meeting dates: September 16, November 18.

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