The AAII Albuquerque Chapter presents...

"Stop Trading! Why a Balanced, Diversified Portfolio Beats Active Stock Picking"

    Discussed by:

    Kate Stalter
    Investment Adviser, Portfolio LLC

Kate Stalter taught stock picking for Investor’s Business Daily, Money Shows, Forbes, and Tiger Financial News Network for more than a decade. Today, as an adviser with Albuquerque-based Portfolio, she uses balanced portfolios to achieve long-term returns for clients. She maintains that active investors (and traders) cannot consistently beat the market over long periods of time, except by chance. Yet individuals and professionals challenge this truism every day through their efforts to pick stocks and time markets. The evidence shows that their efforts are not worth the high cost.

Attend This Meeting and Learn...
Why markets are efficient and stock picking is largely futile
What factors contribute to higher expected returns
Why diversification is absolutely key

Thursday, October 17, 2013
6:30 p.m.    Registration/Social
7:00 p.m.    Program
Quality Inn & Suites Albuquerque
7620 Pan American Freeway NE
Albuquerque, NM 87109
505/823-1300 or 1-877/430-1301
[ Map This Location ]
In Advance (by 10/10)
Everyone, $10/person;
Full-Time Students, $5/person;
Active Military, $5/person
At the Door
(space permitting)
Everyone, $15/person;
Full-Time Students, $5/person
Active Military, $5/person
Spouses are permitted free with member.
No Refunds

Subgroup 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.

Subgroup Meeting
Date: Second Tuesday of the month, November 12, 6:00 p.m.
Speaker: Michael Schmidt
Topic: “Technical Indicators”
Location: Copper Canyon Cafe, 5455 Gibson Blvd SW, Albuquerque, NM 87108
Subgroup Leader: George Proctor,, 505-239-0102

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