The AAII Silicon Valley Chapter presents...

"ETF Rotation: Backtesting and Live Account Management"

    Discussed by:

    Jackie Ann Patterson
    Consultant to Delta Investment Management

This session reveals the ups and downs of investing in exchange-traded funds (ETFs) using a simple strategy to select among top funds. The first half covers backtesting of ETF rotation strategies, including brand new data on an advanced strategy. Following that will be a discussion of lessons learned in the first year of live account management.

Attend This Meeting and Learn...
How to use ETF rotation and stock screening strategies
How backtesting can and cannot help your investing strategies
Practical implementations of, and real-world experience with, these techniques

"Value-Oriented Stock Screening: The Good, the Bad and the Ugly"

    Discussed by:
    Al Zmyslowski
    Individual Investor, Computerized Investing Chapter Board Member

This session will discuss the development of value-oriented stock screens: how they can be backtested, analyzed and implemented all in a reasonable amount of time. Zmyslowski also discusses controlling the volatility of these strategies, along with how these strategies compare to their mutual fund and ETF equivalents.

Attend This Meeting and Learn...
How to implement value-oriented stock screens
How backtesting can help in choosing screening parameters
How to implement simple volatility control measures

Saturday, October 19, 2013
8:00 a.m.    Registration/Social/Coffee & Tea (No Breakfast)
8:30 a.m.    Jackie Ann Patterson
10:00 a.m.    Break
10:15 a.m.    Al Zmyslowski
11:45 a.m.    Q&A
San Jose Airport Garden Hotel
1740 N 1st St.
San Jose, CA, 95112
[ Map This Location ]
In Advance (Mail postmarked by 10/12
or Online by 10/15)
Everyone, $25/person
Late Registration (Online by 10/17) Everyone, $35/person
Register online at

At the Door
Space permitting.
Everyone, $35/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.


Sunnyvale Discussion Group
Lynn Gillette and Valerie Fitch,
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco’s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.

Computerized-Mechanical Investing Group
Allan Zmyslowski,
Meets monthly at a local library. See for group information and upcoming meeting details. The group discusses and presents ideas on how to use computers in investing. The group has a definite mechanical investing flavor, focusing on a variety of rules, algorithms, programs and computerized investing tools.

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