Upcoming Events
The next set of meetings will be on consecutive Saturdays starting February 28, 2026, and ending on March 21, 2026. Each meeting will run from 9:00 AM to Noon Pacific Time. Each meeting will be on Zoom. You must register to attend. The topic will be Investing in Mutual Funds and ETFs — Creating Better Risk-Adjusted Returns. The course will be led by Rob Bernstein and Ryan Redfern, CMT.
This session is open to everyone! Whether you’re a seasoned investor or just starting, you’ll gain valuable insights into managing risk and generating better risk adjusted returns. No prior experience is necessary. Registration is required.
Across four sessions, we will walk through how we evaluate the market environment, incorporate risk management into portfolio decisions, and use tools such as high-yield bonds and other low-volatility asset classes, as well as equity ETFs. We will also cover how we think about portfolio construction, market exposure, and entry and exit discipline, and how these elements fit together into a cohesive investment process.
The emphasis throughout the program is on process and decision-making—how to participate in market opportunities while remaining focused on risk control. We look forward to a thoughtful and practical discussion over the course of the series.
We offer a Flexible Registration Fee program. Contributions are welcome and help support our ongoing operations. You may contribute here.
Any questions about this group can be directed to Rob Bernstein. Contact Rob if you are interested in attending the next meeting and are not on the attendance list for this SIG.
Past Events
From February 28, 2026, to March 21, 2026, Chapter President Rob Bernstein and Ryan Redfern, CMT, presented Investing in Mutual Funds and ETFs — Creating Better Risk-Adjusted Returns.
- Feb 28: Introduction to Risk-Adjusted Returns and High Yield (Junk) Bonds – Recording Warning: there are about 23 seconds of mute before you get audio. | Risk-Adjusted Returns Slides | Junk Bonds Slides
On February 5, 2025, Chapter President Rob Bernstein presented “The Market Monitor”. | Slides | Recording
On September 25, 2024, Chapter President Rob Bernstein presented “How to Generate Superior Risk-Adjusted Returns in the Current Market Environment.” | Slides | Recording
On June 26, 2024, Chapter President Rob Bernstein showed how to use Fasttrack and its spreadsheet capability to select the best funds from the best asset classes. | Slides | Recording
On March 6, 2024, Chapter President Rob Bernstein presented a series of charts showing how his risk management strategy works. | Presentation | Recording
On June 21, 2023, Chapter President Rob Bernstein led a Roundtable discussion. | Recording | Chat | Summary
On March 1, 2023, Ryan Redfern, CMT, ChFC, spoke about using Sentiment indicators (AAII and NAAIM) and other technical indicators to assist in risk management. | Slides | Recording
On September 28, 2022, Chapter President Rob Bernstein and Chapter Secretary James Hoffmann presented “Low Volatility Portfolios — How Have They Fared?” and “Enhancing Your Use of Fasttrack“. | FT Cloud Hot Keys | Presentation | Recording
On June 22, 2022, Chapter President Rob Bernstein and Chapter Secretary James Hoffmann presented “How to Leverage FastTrack to Create Good Risk-Adjusted Returns”. The presentation included a introduction to FTCloud. | Presentation | Recording
On March 5, 2022, Chapter President Rob Bernstein and Chapter Secretary Jim Hoffmann provided “FTCloud Follow Up Session”. This was a follow-up to previous meetings in which the FastTrack Charting and Analysis Tool was explained. | Presentation | Recording
On November 3, 2021, Chapter President Rob Bernstein presented “The Best Risk Adjusted Returns in Decades … and how to find them using FastTrack Charting and Analysis Tool”. | Presentation | Recording
From June 30, 2021 to July 13, 2021, Chapter President Rob Bernstein conducted 4 classes on the use of FastTrack’s FT Cloud product.
- Recording from first class
- Recording from second class
- Recording from third class
- Recording from fourth class
- Complete compiled manual
- Slides from FastTrack speaker at fourth class
On June 12, 2021, Chapter President Rob Bernstein presented how to use low volatility funds to produce excellent risk-adjusted returns. | Presentation | Recording
On December 5, 2020, chapter member Randy Olsen presented his strategy for avoiding large drawdowns using the 50-day exponential moving average of the Merrill Lynch US High Yield Master Index II combined with the VIX. | Presentation | Recording
On September 26, 2020, Rob Bernstein explained the value of investing in low volatility funds to help manage risk in one’s portfolio. This included how to identify low volatility funds that are providing above average returns, how to set reasonable entry and exit points, and most importantly why managing risk is so important to one’s overall financial success. | Presentation
On June 6, 2020, Prof. Ryan McKeon spoke about using data from the options market to understand market sentiment and help manage risk. Following that, Rob Bernstein provided a market update and explained where the good risk-adjusted returns are. | Ryan’s slides | Rob’s slides | Recording