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May 2014 Chapter Meeting PDF Print E-mail
Written by David Johnston   
Thursday, 24 October 2013 11:29


Earn Double-Digit Returns While Avoiding Major Down Markets

Discussed by: Nick Atkeson, Founding Partner, Delta Investment Management, LLC

Saturday, May 3rd, 10:00 AM.  $5 at the Door for Everyone.

Would you like to understand market super cycles and how to avoid losses in your portfolio? Nick will discuss changing investor risk premiums that are more directly tied to the movement of the stock market than earnings and measures of risk. They will investigate analysis tools including the moving average crossover model, market sentiment measures, stop-loss and relative strength. Learn which market metrics are the most important ones; how to measure them; and when to buy, what to buy and when to sell.

Attend this meeting and learn:

  • About market super cycles and avoiding losses

  • Investor risk premiums mostly related to the movement of the stock market

  • The use and application of several market analysis tools

Reasons to attend:

  • Gain a long-term perspective on how to use a technical system to evaluate stock risk.  Why measuring risk is more important than measuring future expected earnings.

  • Be introduced to all the tools necessary to apply a disciplined, systematic trading system to greatly improve stock portfolio performance – especially for 401k and IRA accounts.

  • Understand how to interpret and use the Delta Market Sentiment Indicator (MSI) published in Barron’s on the same page as the AAII Investor Sentiment Index.

About Our Speaker

Nick Atkeson graduated from Haverford College, Phi Beta Kappa, with a B.A. in Economics and from Stanford University Graduate School of Business.  Prior to founding Delta Investment Management, Nick and his partner, Andrew Houghton were partners and portfolio managers at Delta Force Capital, a quantitative hedge fund from 2006 until April 2009. Their collaboration goes back a long way . Prior to that they were  managing directors at ThinkEquity, were sales directors for Susquehanna International Group and served in senior institutional sales positions at Banc of America Securities.  Houghton and Atkeson are co-authors of “ Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk,” (McGraw-Hill, 2013) which offers a comprehensive examination of tactical asset management strategies and instructions on how to avoid major down markets.

Last Updated on Saturday, 12 April 2014 13:37
Meeting Places PDF Print E-mail
Kirk of Kildaire

Kirk of Kildaire Church, 200 High Meadow Dr Cary NC 27511
-- off Kildaire Farm Rd between Cary Parkway & Maynard Rd.

Monthly Meeting -2nd Saturday 10:00 AM - Kirk of Kildaire - $5 per person for everyone

Income Investing Group - 1st Saturday 9:30 AM - Panera Bread - No charge

Portfolio Management Group - 3nd Saturday 9:30 AM - Panera Bread - No charge

Options Group - 4th Saturday 9:30 AM - Panera Bread - No Charge

Best check this web site for any late-breaking changes or responses to weather events. Better still: join our email notify to which we send meeting reminders and any last minute changes on schedule or location (occasionally the room is pre-empted by the church).

Kirk of Kildaire
, 200 High Meadow Dr, http://www.kirkofkildaire.org/gen/whereiskirk.htm, a westward turn off Kildaire Farm Road, on the stretch between SE Maynard Road north of High Meadow Dr and SE Cary Parkway south of it. Choosing a route depends on your knowledge of the layout of Cary. For those coming from US 1, the simplest route is via SE Cary Parkway. For a map: http://maps.google.com/ and search for 200 High Meadow Dr Cary NC.

Panera Bread, 7840 Alexander Promenade Place, across from Brier Creek Mall in West Raleigh, http://www.urbanspoon.com/r/25/1422214/restaurant/Brier-Creek/Panera-Bread-Raleigh.  (From I-540, exit at US 70 West (toward Durham).  Get in the far right lane.  At the traffic light, Brier Creek Parkway, turn right.  Go about 50 yards and turn right into the shopping center. Turn left before very first set of stores, go to the end.  Panera Bread is on the right at the end of the bay of stores.)

Last Updated on Saturday, 12 April 2014 13:37
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