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2006 Presentation Information


November 29, 2006 - Final Review and Homework Evaluation
(A Hands-On Class)

The final homework assignment, given on November 15, will be to use the methods and spreadsheets discussed in the previous three sessions to build a portfolio in which you would be willing to invest, given your personal objectives - or to come as close as you can. The final session will be a chance to discuss your results and ask any questions that may have come up during your portfolio building efforts. All three instructors will be present to answer questions and point out any problems they see in the methods used. At the end of this session you will have been guided through one complete example of the methods taught. While there is no guarantee that any method will produce good results in investing or that it is suitable for any given situation, we hope that at the end of these classes you will be in a position to decide if the techniques presented are applicable to your personality and investment needs.

This class will be held on Wednesday evening, November 29, at the Lookout Restaurant at 605 Macara Ave, Sunnyvale CA. Social time begins at 6:00 pm, dinner at 6:15, and the class at 6:45.

This is a dinner meeting. The cost is $23 per person payable at the door. We would appreciate pre-registering for this class so we can tell the restaurant how many meals to prepare. You can pre-register by sending an email to ci@siliconvalleyaaii.org stating the names of those attending and the classes you will be attending.

Speaker Handouts

  • All Instructors

November 15, 2006 - Spreadsheet Analysis for Portfolio Optimization Based on Historical Data  (A Hands-On Class)

Once you have a list of good securities to put in your portfolio, you have to figure out how much of each to buy. Bob will demonstrate advanced Excel spreadsheet techniques that can use past performance to estimate appropriate proportions of each security to produce optimal performance as defined several ways. Methods demonstrated will include manual calculation, spreadsheet functions, and Visual Basic macros. Free spreadsheets with source code will be distributed to class participants. Securities used in the demonstrations will include stocks, ETFs, mutual funds, bonds, and cash.

This class will be held on Wednesday evening, November 15, at the Lookout Restaurant at 605 Macara Ave, Sunnyvale CA. Social time begins at 6:00 pm, dinner at 6:15, and the class at 6:45.

This is a dinner meeting. The cost is $23 per person payable at the door. We would appreciate pre-registering for this class so we can tell the restaurant how many meals to prepare. You can pre-register by sending an email to ci@siliconvalleyaaii.org stating the names of those attending and the classes you will be attending.

Speaker Handouts


November 11, 2006  What’s New in Taxes and Tax Planning for the Investor?

Speaker Handouts

  • Roger Simons

November 8, 2006 - Building, Optimizing and Maintaining a Portfolio
(A Hands-On Class)

Stock analysis takes time - a lot of time. Al will show how he combines data from Stock Investor Pro and other sources to create and manage portfolios efficiently and quickly. Copies of his presentation and spreadsheets are available via the links below for the use of class members.

If anyone has any questions (before or after class) Al will be happy to answer via his public email address: al_zmyslowski@yahoo.com. Be forewarned that he responds to this account mostly on weekends. Al recommends that those people who have laptops bring them to the presentation so they can quiz me (and others!!) on the presentation, spreadsheets, etc

This class will be held on Wednesday evening, November 8, at the Lookout Restaurant at 605 Macara Ave, Sunnyvale CA. Social time begins at 6:00 pm, dinner at 6:15, and the class at 6:45.

This is a dinner meeting. The cost is $23 per person payable at the door. We would appreciate pre-registering for this class so we can tell the restaurant how many meals to prepare. You can pre-register by sending an email to ci@siliconvalleyaaii.org stating the names of those attending and the classes you will be attending.

Speaker Handouts


November 1, 2006 - AAII Stock Investor Pro
(A Hands-On Class)

Andy will show how to use, modify and create screens to produce a short list of portfolio candidates from a list of 8,600 securities based on fundamental criteria, and how to export the list and data for use in advanced spreadsheet analysis. This sort of screening is the first step in answering the question "How do I go from thousands of possibilities to a specific portfolio?" Free single-month copies of Stock Investor Pro will be distributed.

This class will be held on Wednesday evening, November 1, at the Lookout Restaurant at 605 Macara Ave, Sunnyvale CA. Social time begins at 6:00 pm, dinner at 6:15, and the class at 6:45.

This is a dinner meeting. The cost is $23 per person payable at the door. We would appreciate pre-registering for this class so we can tell the restaurant how many meals to prepare. You can pre-register by sending an email to ci@siliconvalleyaaii.org stating the names of those attending and the classes you will be attending.

Speaker Handouts


October 24, 2006  Introductory Session for Weekly Classes: Computerized Portfolio Building and Optimization

Please Read Text Below For Registration Instructions and Location and Time of Individual Classes

Saratoga Library Community Room
13650 Saratoga Ave.
Saratoga, CA

6:30 PM - Social
7:00 PM - Program

This meeting is FREE.
No refreshments will be served.

Instructors:

  • Al Zmyslowski, Andy Prophet, Bob Smithson, Lynn Gillette, Don Stewart, and Fred Smith

Further Information:

  • This is the free kick-off meeting for two series of classes designed to answer requests from those who attended the computerized investing seminar in May. It is not required to attend this kickoff meeting to attend the classes, but it is highly encouraged. The classes are not free. They are dinner meetings with a charge of $23 per person for each night. Payment will be collected at the door. Reservations may be made at the kickoff meeting, or for those who cannot attend it, via email to ci@siliconvalleyaaii.org, stating which classes you will attend and the names of the people who will attend each.
  • The FIRST SERIES OF CLASSES will be held on Wednesday evenings at the Lookout Restaurant at 605 Macara Ave, Sunnyvale CA. The topic will be "Computerized Portfolio Building and Optimization." These classes are intended primarily for computer-literate, experienced investors who want to learn ways to use their computers effectively in their investing. Experience with using Excel spreadsheets is a definite plus, especially for the last class. There will be four meetings in November. Social time begins at 6:00 pm, dinner at 6:15, and the class at 6:45. They are listed in detail below.
  • Nov. 1 - AAII Stock Investor Pro, Andy Prophet. Andy will show to use, modify and create screens to produce a short list of portfolio candidates from a list of 8,600 securities based on fundamental criteria, and how to export the list and data for use in advanced spreadsheet analysis. This sort of screening is the first step in answering the question "How do I go from thousands of possibilities to a specific portfolio?" Free single-month copies of Stock Investor Pro will be distributed.
  • Nov. 8 - Using Simple Spreadsheets To Manage A Portfolio With Data From Multiple Sources, Al Zmyslowski. Stock analysis takes time - a lot of time. Al will show how he combines data from Stock Investor Pro and other sources to create and manage portfolios efficiently and quickly. Copies of his spreadsheets will be made available for the use of class members.
  • Nov. 15 - Spreadsheet Analysis for Portfolio Optimization Based on Historical Data, Bob Smithson. Once you have a list of good securities to put in your portfolio, you have to figure out how much of each to buy. Bob will demonstrate advanced Excel spreadsheet techniques that can use past performance to estimate appropriate proportions of each security to produce optimal performance as defined several ways. Methods demonstrated will include manual calculation, spreadsheet functions, and Visual Basic macros. Free spreadsheets with source code will be distributed to class participants. Securities used in the demonstrations will include stocks, ETFs, mutual funds, bonds, and cash.
  • Nov. 29 - Final Homework Review and Questions, All Instructors. The final homework assignment, given on November 15, will be to use the methods and spreadsheets discussed in the previous three sessions to build a portfolio in which you would be willing to invest, given your personal objectives - or to come as close as you can. The final session will be a chance to discuss your results and ask any questions that may have come up during your portfolio building efforts. All three instructors will be present to answer questions and point out any problems they see in the methods used. At the end of this session you will have been guided through one complete example of the methods taught. While there is no guarantee that any method will produce good results in investing or that it is suitable for any given situation, we hope that at the end of these classes you will be in a position to decide if the techniques presented are applicable to your personality and investment needs.
  • The SECOND SERIES OF CLASSES will be held beginning in January after the holiday season. The time and place is to be determined. The topic will be "Investment Basics 101." This series of classes is for those who probably own a computer, but are new to investing. Before they begin to worry about how to use their computer, they need to know what to use it for. These classes will cover concepts such as asset classes, asset allocation, risk measurement, investment accounts, balance sheets, and many others. They will also provide a good refresher course for more experienced investors. After these classes you will know better what you want to do in your investing, and will be better able to see how a computer can help you. The instructors will be our chapter president, Lynn Gillette, treasurer Don Stewart, and arrangements vice president Fred Smith. They will discuss the details of the classes at this meeting.

Speaker Handouts - Slides:


September 16, 2006  Teetering on the Edge

Speaker Handouts

  • Jeanette Garretty

May 13, 2006 Computerized Investing Seminar

Speaker Handouts - Slides

Speaker Handouts - Notes


April 20, 2006   Investing for Income Requires New Skills - and Here's Why

Speaker Handouts - Slides


February 21, 2006  Computerized Investing - When to Sell

Speaker Handouts - Slides & Facing Page Words


January 17, 2006   Computerized Investing - A Microcap Stock Portfolio

Speaker Handouts - Slides


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