The main speaker just contacted us and will not be able to be here this weekend.
Sorry, but we are canceling the meeting for this Saturday.
The registrar will contact registered attendees for a refund.
AAII Phoenix Chapter
presents on
April 13th, 2024
Better Returns With Less Risk by Following the Money
John Kosar, President, and Chief Market Strategist of Asbury Research – via Zoom
9:45 to 11:15 am
Asbury Research’s focus is on playing the game with less risk, which is particularly important to older investors. John Kosar, CMT®, presents a step-by-step look into Asbury Research’s process of determining where the best opportunities — and the greatest risks — exist in the US stock market according to their own data-driven process. This presentation will include the latest updates and signals from Asbury Research’s quantitative models, including the Asbury 6 (A6), the Correction Protection Model (CPM), and the SEAF (Sector ETF Asset Flows) Model. John will also walk participants through a list of key metrics, including relative performance, investor asset flows, options volume, market breadth, and investor sentiment, to determine domestic and global asset allocation and ETF selection – all based on data, not opinion.
What you will learn:
-
- How to add equity exposure and protect your assets – at the same time.
- How to “follow the money” to find opportunities with the best risk/reward characteristics.
- How to look “under the hood” of the market to identify emerging declines before they occur.
Bio:
John Kosar CMT is the Chief Market Strategist of Asbury Research, a firm he launched in 2005. John has more than 40 years of experience studying, analyzing, and forecasting global financial markets. Asbury Research provides data‐driven technical and quantitative investment research to professional and private investors. John began his career in 1980 on the Chicago Mercantile Exchange trading floor and spent the next 17 years there, acquiring a practical, real‐world education on how the US financial markets work from the inside out. This experience, early in his career, became the foundation for his unique analytical approach and understanding of what really drives financial asset prices. John’s proprietary blend of technical and quantitative inputs and Asbury Research’s quantitative models are more forward‐looking, agile, and actionable than the typical Wall Street approach. John is a contributor to Forbes and StockCharts.com and is frequently quoted by US and global financial news organizations, including The Wall Street Journal, MarketWatch.com, Barron’s, Yahoo! Finance, and Reuters. John also regularly appears on financial television, including CNBC, Fox Business, and Bloomberg, and is a frequent speaker at financial events across the country presented by organizations including the Chartered Financial Analyst (CFA) Society, the National Association of Active Investment Managers (NAAIM), the CMT (Chartered Market Technician)association, and the American Association of Individual Investors (AAII). John was awarded the Chartered Market Technician (CMT) designation in 1999, served as Vice President of the CMT Association from 2004 to 2006, and was a member of its Board of Directors from 2002 to 2006. Previously, John was a trader, analyst, and strategist for several top firms, including Shearson American Express, NatWest Markets,Greenwich Capital Markets, and Deutsche Bank.
11:30 to 12:00pm
IBD Leaderboard Report– In-person
Presented by: Jim Ek, AAII Phoenix Chapter Board Member
Bio:
Jim is a lifetime member of AAII and serves on the Phoenix chapter board. He is not a professional investor. But he started investing in his 20s and has investigated many platforms over the years. Jim started this series as a fill-in for a speaker whose schedule changed. He reported on a trial subscription to Investors Business Daily (IBD) Leaderboard offering and gave an overview. Questions that came out of that presentation suggested a longer review. The second presentation took a closer look at some Leaderboard attributes and compared the numbers from the prior month’s presentation to current numbers. Jim also introduced his own Leaderboard portfolio and will continue to discuss his rules for the portfolio as well as for buying and selling positions on the portfolio.
April 13 th, 2024
Agenda:
- Chart reading to supplement buy and sell signals
12:30 to 1:30 pm
Estate Planning and Administration SIG – In-person
Presented by: Kristal Patton, SIG Leader
There are many misconceptions surrounding estate planning and estate administration. This SIG will help sort the truth from fiction by focusing on various estate planning and administration topics, including using trust-based estate plans to plan for incapacity and death; advance health care directives; using powers of attorney; differences in probate and trust administration; and how to organize your affairs to aid in efficient and cost-effective administration of your estate.
1:40 to 2:40 pm
AAII Fundamental Stocks SIG – In-person
Presented by: Karen Kamenir, SIG Leader
The goal of this AAII-SIG is to familiarize members with a range of investment approaches and strategies. We study the Fundamentals of a specific industry sector or individual stock, then finally apply technical tools. With focus on Dividend Paying Stocks, we work to enhance our returns using options for premium income as well. Members are encouraged to participate.
MEETING DETAILS:
Date:
Saturday, April 13, 2024
Time: Arizona time
9:00 am Registration
9:30 am Announcements
9:45 am John Kosar, President, Chief Market Strategist Asbury Research Better Returns With Less Risk by Following the Money
11:15 amBreak
11:45 am Chapter Member Presentation – IBD Leader Board – Jim Ek
12:15 pm Door Prizes for in-person attendees
12:30 pm Estate Planning and Administration SIG – Kristel Patton SIG Leader
1:40 pm AAII Fundamental Stock SIG – Karen Kamenir, SIG Leader
Location:
Tempe Public Library
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282
or
By Zoom Webinar
FOUR REGISTRATION OPTIONS
1. Season Pass holders
Email Terry Karpinski at Registrar@aaiiphoenix.com , if you are attending in-person or by Zoom. If you are attending by Zoom, include your email address in order to receive your Zoom link
2. Pre-registration: Mail In
Mail your $10.00 check to Terry Karpinski, Registrar, with the meeting date.
If you are attending by Zoom, include your email address in order to receive your Zoom link.
Terry Karpinski, Registrar
319 E. Catalina Lane
Queen Creek, AZ 85140
The advance mail registration must be received by the registrar by April 11th
3. Pre-registration: On-line with Eventbrite – $13.00
Eventbrite registration link:
https://www.eventbrite.com/e/phoenix-april-meeting-tickets-847261761737
On-line registration must be done by April 11th.
At-the-door registration [space available] – $15
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement |
