Logical Invest meets AAII Silicon Valley Chapter

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ETF Rotation 401k IRA AAIIWe‘re happy to have been invited to host a presentation at the Silicon Valley Chapter of the American Association of Individual Investors (AAII) on April 11, 2015. We obviously extend this invitation to whomever is around, join us for this first opportunity to meet in person.

The presentation to AAII will especially focus on how to construct your self-managed portfolio using ETF and Mutual Fund Rotation Strategies, how to build in a well-balanced crash protection mechanism into your IRA and 401k account, and how to use inverse volatility to harvest the ‘fear premium’. At AAII we will also provide a first glimpse at the new ‘Portfolio Builder’ for constructing fixed weight portfolios using our strategies, and how to break the Markowitz Efficient Frontier using our revolutionary dynamic weight meta-strategies.

Drop me a line at alex@logical-invest.com or as comment to set up some additional time. I’ll be around Friday till Monday and would love to collaborate and share more insights with AAII or people around

Best Regards,
Alexander Horn

Invitation and online registration for AAII event:

PDF file

Saturday, April 11, 2015 
INTELLIGENT, RULE-BASED ETF INVESTMENT STRATEGIES 

With hundreds of ETFs available, how can the individual investor successfully manage a portfolio? Logical Invest has developed algorithms that create alpha and reduce market exposure with simple, well-researched monthly ETF rotation strategies. These strategies protect your account with crash protection via U.S. Treasuries and harvest a “fear premium” from inverse volatility. These rotation strategies can be brought together with adaptive allocation in a custom-made portfolio right for each investor.

You Will Learn:

  1. The key elements – and most common traps – of constructing your self-managed portfolio
  2. How to build in a well-balanced crash protection mechanism into your strategies
  3. How you can benefit from harvesting the “fear premium” by investing in inverse volatility

Discussed by: Alexander Horn 
Partner, Logical Invest 

Alexander Horn has been researching and applying financial modeling as a financial executive for 15 years. His passion lies in the enterprise and project valuation, having participated in several multi-billion M&A deals in the chemical and biotech industry. Prior to joining Logical-Invest.com, Horn was the CFO and corporate vice president in Japan for a major global chemical company. Before that he served in executive roles in North America, Europe and Asia within the automotive sector. Alexander holds an MBA in general management from the Instituto Panamericano de Alta Dirección de Empresa (IPADE) and an M.A. in international business from the University of Paderborn

AAII Meeting Details:

  • Date: Saturday, April 11, 2015
  • Location:
  • San Jose Airport Garden Hotel
  • 1740 N 1st St
  • San Jose, CA 95112

AAII Registration/Social: 9:00 AM. Note: Coffee & Tea Only

  • Program: 9:30 A.M.
  • Q&A: 11:15 A.M.

Price In Advance (postmarked by April 4, 2015 or OnLine by April 7, 2015): $25/person 
Late Registration (Online by April 10, 2015): $30/person 
Price at the Door (space permitting): $30/person 
Non-Members Are Welcome 
No Refunds

Downloads and Links

  • Slides and Handouts will be posted here after the meeting if available
2017-10-02T20:00:00+00:00 By |5 Comments

About the Author:

Alexander has been researching and applying financial modelling as Financial Executive since 15 years. His passion and expertise lies in the enterprise and project valuation. He has participated in several multi-billion M&A deals in the chemical and bio-tech industry.Prior to joining Logical-Invest.com, Alexander was the Chief Financial Officer and Corporate Vice President in Japan for a major global chemical player. Before he served in executive roles in North America, Europe and Asia within the automotive sector.He holds an MBA in General Management from the Instituto Panamericano de Alta Dirección de Empresa (IPADE) and an M.A. in International Business from the University of Paderborn.If not in Mexico City, probably he is right now enjoying life and writing for Logical Invest at his beach house "Rincón del Mar" at the Mexican pacific coast - and always happy about a visit.

5 Comments

  1. Noam 03/21/2015 at 4:01 pm

    Hi Alex,

    I wonder if it would be possible for you to record your presentation and post the video on your site for people who cannot attend the meeting?

  2. Alexander 03/21/2015 at 4:16 pm

    Noam, great suggestion! For sure will post the presentation, let me see if I can find a way to record the event.. Maybe flipping a widescreen camera my 6.7ft fit the screen… or do you rather care about the content? 🙂

    Btw, the guys at AAII SV already hosted a video about the UIS here:
    Part I, II and III.

    Thanks to Al Zmyslowski from AAII SV and Joe Gruender Jr. from InvestorsHELP.net for hosting.

  3. Noam 03/22/2015 at 3:32 am

    Would like to see both the presentation and content, if possible. If not, I am more interested in the content.

  4. DoctorGM 03/22/2015 at 7:35 am

    Hi Alexander, I too would appreciate it if you could do a recording of the seminar. Also, thank you for the links to the UIS videos!

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