Subgroups

Membership is not required to attend any of our Subgroup meetings


Sectors, Strategies, & Markets Analysis Group

(Formerly known as the Mutual Fund Technical Analysis Group)

Date: Third Thursday of the month

Thursday, May 18, 2017 – SMALL Meeting Room

Time: 6:30 PM – 8:45 PM

Location: North Olmsted Branch of the Cuyahoga County Public Library

27403 Lorain Road North Olmsted,OH 44070

 

Meeting Topics:

  • Current Market Indicators and Rankings of Stocks/Funds that are doing well.
  • The utterly mad Doctor Frankenstein makes predictions based on the Commitment of Traders Report

To recommend an investment, you need to tell the group what to buy, what search method you used that brought it to your attention, and the recommended stop loss to set on the issue.

 Your thoughts are welcome! Please feel free to recommend speakers or topics that might be of interest to the group. We are also eager to hear how we might improve the meetings to broaden interest to the most people.


North Olmsted Branch of the Cuyahoga County Public Library

27403 Lorain Road North Olmsted, OH 44070

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ETF Discussion Group for Investors

An Akron subgroup of the Cleveland AAII Chapter. Bring your own coffee or tea.

9:00 AM – 11: 30 AM First Floor Conference Room

Location: Stow Munroe Falls Library 3512 Darrow Rd, Stow, OH, 330-688-3295.

Dates: Saturday, May 13, 2017
Saturday, June 10, 2017

TYPICAL MEETING TOPICS:

  • Using ETF replay tools, select and maintain a low volatility ETF portfolio and report on results
  • Review of key market indicators
  • Review of Barron’s Financial news
  • Financial Book reviews
  • Financial Tools demonstrations and reviews
  • Any other topics that may be of interest to the ETF investor that we may think of in the future

Some ETF tools to look at:

  1. Seeking Alpha ALERT Newsletter called: “Today’s articles on ETFs & Portfolio Strategy”
  2. Seeking Alpha ETF HUB
  3. Introducing…Seeking Alpha’s free ETF Investor app. Now available on iPhone and Android! Get the app

Please E-mail Akron AAII Subgroup at aaii-neo@googlegroups.com for information or questions.

Technical Analysis

Date: Fourth Wednesday of each month 6:30 PM

Location: Westlake Porter Library, 27333 Center Ridge, Westlake OH 44145

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Tools & Techniques for Investors

The competition and capacity of the investment arena changes daily.   Our meetings include presentations on topics based on the expressed interests of our participants.   Facilitators are used at times to discuss current free floating topics.

New Location, New Time: First Tuesday of each month,  7:00 – 9:00 PM

Cuyahoga Falls Library, 2015 Third Street Cuyahoga Falls, OH 44221

When using OH Route 8, take the Broad Blvd exit and travel east to Third Street.  Free parking at the library.

Tuesday, June 6, 2017

Personal Financial Planning Fundamentals

by Dennis Lewis, AAII Member,  Westside Financial Planning Subgroup

At our June 6 Meeting, Dennis, a retired educator, will address the broad general topic of financial planning.  This presentation will be directed toward novices and younger friends and family.  So please encourage the attendance of beginning workers, recent high school and college graduates and others new to investing, as well as those who desire a “refresher course” on the basics of the financial planning process.   Investors of all ages and abilities are welcome.
Attend This Meeting and Learn…
  • Why financial planning is so important
  • The basic steps in the financial planning process
  • How to put the power of compounding to work to your best advantage.

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May 2, 2017  Evernote:  What’s it Good For?  By Jim Grant

Evernote has been called a “Note-Taking” app. It is far more than that. The term “Information Management System” is a better description. But, that still begs the question, “What’s it good for?” – – – Jim explained what Evernote can do for you, and how you can use it, particularly with your investing efforts. – – – 200 million people use it, it has gotten excellent ratings by a variety of independent reviewers, and has been on many “Top 10 Apps” lists for years. – – – The basic version is free and the premium version is only $6 a month. –
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April 4, 2017 – How to Use VectorVest 7 By Brian Mindek

VectorVest,Inc is a stock analysis and portfolio management system. It will help every investor know when to buy, what to buy and when to sell. VectorVest gives a buy, sell or hold recommendation on every stock for every day it is in their database.
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Please E-mail the Tools & Techniques Subgroup  at aaii-neo@googlegroups.com for information or questions.

Tools & Techniques Subgroup Web Page

Resources from How to Develop a Personal Investment Policy – August 2, 2016

Some items may require a login for access

How to Create an Investment Policy Statement – Christine Benz – Morningstar
http://news.morningstar.com/articlenet/article.aspx?id=749563

http://news.morningstar.com/pdfs/investment-policy_apr2016.pdf

How to Create an Investment Policy in 10 Hours
http://www.blogher.com/how-write-personal-investment-policy-statement-just-10-hours

T Rowe Price Retirement Income Planner – Monte Carlo Based Simuations
https://www3.troweprice.com/ric/ricweb/public/ric.do

Ric Edelman’s Guide to Portfolio Selection – Asset Allocation Planner
https://gps.ricedelman.com/?pid=1317&utm_source=EFcomBlue

BankRate.com – Asset Allocation Planner
http://www.bankrate.com/calculators/retirement/asset-allocation.aspx


Westside Financial Planning

The Westside Financial Planning Subgroup focuses on the fundamental principles of investing to establish and maintain portfolios to meet financial goals. Meetings include presenters on various related topics and interactive discussions on contemporary investing issues of the day.

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Dates:  First Monday of the Even Numbered Months and Last Monday in August.

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No Subgroup meeting in September, November, January, March, May and July

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Monday, June 5, 2017 – Outlook and Opportunities: Prepping Your Portfolio
Brian Kljun, CFP, AAMS of Edward Jones
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7:00 PM  Parma Heights Branch of the Cuyahoga County Library

6206 Pearl Road • Parma Heights, Ohio  44130

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Monday, August 28, 2017

Monday, October 2, 2017

Monday, December 4, 2017

7:00 PM  Strongsville Branch of the Cuyahoga County Library

18700 Westwood Drive, Strongsville OH  44136
Strongsville Branch of the Cuyahoga County Library

Sign up for Westside Financial Planning Notices by e-mail

Subgroup Resources

Some items may require a login for access

Personal Financial Planning Basics – April 3, 2017

Personal Financial Planning Presentation

Personal Financial Planning Handout

Sound Investing Resources – Paul Merriman – December 2016
http://www.paulmerriman.com

How to Create an Investment Policy Statement – Christine Benz – Morningstar
http://news.morningstar.com/articlenet/article.aspx?id=749563

http://news.morningstar.com/pdfs/investment-policy_apr2016.pdf

How to Create an Investment Policy in 10 Hours
http://www.blogher.com/how-write-personal-investment-policy-statement-just-10-hours

T Rowe Price Retirement Income Planner – Monte Carlo Based Simulations
https://www3.troweprice.com/ric/ricweb/public/ric.do

Ric Edelman’s Guide to Portfolio Selection – Asset Allocation Planner
https://gps.ricedelman.com/?pid=1317&utm_source=EFcomBlue

BankRate.com – Asset Allocation Planner
http://www.bankrate.com/calculators/retirement/asset-allocation.aspx

Asset Allocation – December 2015

AAII Article on Asset Allocation
Quick Allocation Wizard
Bankrate Detailed Guidance
T Rowe Price Allocation Tool
Ric Edelman’s Guide to Portfolio Selection

Portfolio Management in Retirement  – May 2014 & July 2014  The information below by the authors may be of help in researching the topic.  AAII Member Login may be required.

Christine Benz, Director of Personal Finance, Morningstar Inc.

Maria Crawford Scott, Former Editor – AAII Journal

Vanguard Spending Strategies Webcast 

Personal  Planning Resources  

www.morningstar.com

www.bobbrinker.com

www.marketwatch.com/lazyportfolio

www.ricedelman.com

www.mutualfundshow.com

Subgroup Survey

Subgroup Participants – Please provide input to future meeting topics

http://www.zoomerang.com/Survey/WEB22FUSRJ3SP5

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Groups may change meeting dates or locations when weather or schedule conflicts arise.

Investments discussed at groups should not be regarded as investment recommendations as your financial situation may not be known by the participants.  Consult your investment or tax advisor for additional details.

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You may subscribe to periodic Subgroup notices using the Links section on the right side of the screen.