Upcoming Events
Register here for the SEPTEMBER 25, 2024, Risk Management webinar.
Please consider a contribution in support of your chapter.The next meeting will be a Zoom meeting on September 25, 2024, at 5:00 PM PDT. The topic will be, “How to Generate Superior Risk-Adjusted Returns in the Current Market Environment.” Please register using the link above. This session will provide insights into:
- The current economic and interest rate landscape
- How low-volatility funds can help you achieve better risk-adjusted returns.
As the Fed is projected to reduce rates by up to 2.5% over the next 12 to 18 months, these trends could persist, making it an ideal time to explore these strategies.
If you have previously implemented low-volatility strategies discussed in this group, we encourage you to share your current market approach so we can all benefit from each other’s experiences.
This group is focused on strategies, tools and techniques to help individual investors manage risk in their portfolios.
- Registration is required. Please use the link above.
- Everyone is welcome. No prior experience is necessary.
- To maximize the value of this session, we encourage you to review materials from previous meetings. Slides from those meetings and recordings of those meetings can be accessed below on this webpage.
- The meeting will be on Zoom. Join us from the comfort of your home.
- We offer a Flexible Registration Fee program. We suggest that you contribute based upon the value you receive from our meetings. Contributions can be made by clicking or tapping the “Contribute Today” button on the sidebar or footer bar, or by using the QR code beneath that button. You may also use the button near the top of this webpage.
- We would be happy for you to invite a friend. If you know someone who could benefit from this discussion, please forward the link to this page and encourage your friend to register.
- For more information contact Rob Bernstein (email hidden; JavaScript is required or 858-367-5200)
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
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