What an audience and what an experience! Thanks to the investors AAII Silicon Valley!
As announced some weeks ago, on April 11 we hosted our first conference at the Silicon Valley chapter of the American Association of Individual Investors AAII in San Jose, CA.
Sharing and discussing some of the topics which are close to our heart with an incredible audience in live mode was such a great opportunity we completely overran the anticipated schedule by more than an hour. Deep-diving into special interests during follow up face-to-face meetings with individual investors and getting challenged by the computerized investment group helped to clarify expectations and ideas for further developments.
Recorded investors AAII conference
Opening remarks by Lynn Gillette, President of the AAII SV, and Al Zmyslowski, head of the computerized investment group.
Introduction of the Logical Invest team, what drives us, and some of our core beliefs in investing
The Logical Invest way of constructing portfolios using smart building blocks of assets, diversifiers, and different tactical approaches at the strategy and portfolio level
Why Buy & Hold is dead and how to set up your portfolio for success even in the next correction
Highly geeky ways to further improve your portfolio returns by investing in inverse volatility and shorting 3 times leveraged bear treasury ETF.
How our own approach to portfolio construction evolved over time, and how to build dynamic weighted Meta-Strategies (aka Strategy of Strategies)