The AAII Connecticut Chapter presents...

"How to Get the Highest Returns With the Least Effort"

    Discussed by:

    Sheldon Jacobs
    Author; Founder, The No-Load Fund Investor

Sheldon Jacobs will be returning for his third visit to our chapter. His newsletter, The No-Load Fund Investor, was the number one financial newsletter in America for risk-adjusted performance for 15 years ending June 2006 (source: Hulbert Financial Digest). Investor’s Business Daily calls Jacobs the “King of No-Loads,” and USA Today calls him the “Dean of the No-Load Fund Watchers.” In July of 1993, he was one of five nationally recognized mutual fund advisors chosen by The New York Times for a mutual fund portfolio competition. His portfolio produced the highest return of all contestants for almost seven years.

Attend This Meeting and Learn...
Five "essentials" that investors need to concentrate on
Why specific security "recommendations" don’t make the five essentials
How to use the media to get the best advice

Thursday, May 31, 2012
6:00 p.m.    Registration/Social
7:00 p.m.    Dinner
8:00 p.m.    Program
The Waters Edge at Giovanni's II
2748 Boston Post Rd. (US-1)
Darien, CT
[ Map This Location ]
In Advance
Program & Dinner, $45/person; Program Only, $25/person
At the Door space permitting
Program & Dinner, $50/person; Program Only, $25/person
No Refunds
  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.


Computerized Investing—Meets at the University of New Haven, Samuel S. Bergami Jr. Learning Center for Finance and Technology, Maxcy Hall, room 218, 10 a.m. to 12 noon, on or around the fourth Saturday of each month. Their web address is Gregory Blosick, 203/931-0322,

Mutual Fund Interest Group—Meets at the Westport Public Library, seminar room, second floor, 7–9 p.m., on the 2nd Tuesday of odd months (except July). Their Web address is Peter Spielman,; John Swensson, 203/322-9532.

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