Silicon Valley Chapter Future Meetings
Mark Your Calendar!

Saturday, June, 14, 2014
Speaker: Donald L. Cassidy, founder and president of the nonprofit Retirement Investing Institute
Topic: “Using Behavioral Finance to Improve Investing Profits" and “Investing for Income Without Losing Your Capital”

The AAII Silicon Valley Chapter presents...

"How to Succeed in Changing Markets"

    Discussed by:

    Janet Brown
    President, DAL Investment Company; Managing Editor, NoLoad FundX Newsletter

Learn from over 35 years of successful fund investing during this presentation, where Janet Brown will share the secrets of the Upgrading strategy that has made NoLoad FundX one of the highest-ranked newsletters in the Hulbert Financial Digest for the past 25 years on a risk-adjusted basis. Upgrading is a disciplined, quantitative approach that allows investors to successfully participate in a broad range of opportunities as they develop. It is the process of investing in top-performing no-load mutual funds and exchange-traded funds (ETFs), holding them for as long as they outperform their peers and upgrading to the new winners when they don’t. It combines the ability to recognize opportunities as they arise with the flexibility to move assets when leadership changes to take advantage of those opportunities.

Attend This Meeting and Learn...
How you can stay invested in top-ranked funds in an ever-changing world
Why it’s foolish to decide in advance which funds will do well in the future
How you can manage fixed income in a rising interest-rate environment

"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"

    Discussed by:
    Nick Atkeson & Andrew Houghton
    Partners, Delta Investment Management

The presentation will investigate market super cycles and avoiding losses on portfolio returns. Nick Atkeson and Andrew Houghton will discuss changing investor risk premiums and measuring risk, which can have a greater influence on stock valuations than earnings. They will investigate analysis tools including the moving average crossover model, market sentiment measures and relative strength to participate in bullish equity markets and avoid bearish equity markets.

Attend This Meeting and Learn...
A long-term perspective on how to use a technical system to evaluate stock market risk
The tools to apply a disciplined, systematic trading system to achieve outperformance
How to interpret and use the Delta Market Sentiment Indicator (MSI) published in Barron’s

Saturday, May 10, 2014
8:30 a.m.    Registration/Social
9:00 a.m.    Program
San Jose Airport Garden Hotel
1740 N 1st St.
San Jose, CA, 95112
[ Map This Location ]
In Advance (Mail postmarked by 5/3
or Online by 5/6)
Everyone, $25/person
Late Registration (Online by 5/8) Everyone, $30/person
Register online at

At the Door
Space permitting.
Everyone, $30/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.


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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