Continuing Education Programs for Individual Investors & Financial Professionals

The ten-workshop road to better investment performance

Available on the web in workshop format, or face-to-face at the Kiawah Island Golf Resort, and reasonable locations of your choice.

Workshop #1: How to Develop an Investment Plan:

1. Identifying personal financial goals, objectives, and time frames, in terms of income requirements
2. Determining the appropriate Asset Allocation for goal achievement
3. Changing an existing investment portfolio.

Workshop #2: How to Minimize Investment Risk:

1. Understanding the purpose/use of Asset Allocation
2. Developing appropriate security selection criteria
3. Establish diversification and income rules
4. Adopting downward flexible profit taking guidelines
5. Cruise control hedging

Workshop #3: How to Anticipate changes in the Investment Environment:

1. Learning how to recognize and to deal with the three (long-term) cycles that impact investment portfolios
2. Formulating realistic expectations about investment securities--- by class and by type
3. Dealing with short term events, disruptions and dislocations
4. Identifying and minimizing the true risks inherent in individual Investment Securities

Workshop #4: How to Manage a Retirement (or any) Income Portfolio:

1. Types of income securities
2. Reasonable yield assumptions
3. Intellectual and emotional blinders
4. The "total return" shell game
5. Keeping your eye on the ball--- spending money

Workshop #5: How to Manage an Equity Portfolio:

1. The equity investment universe
2. The rules of The QDI
3. Using the IGVS "watch list" program
4. Personal Portfolio Spreadsheet
5. Profit taking targets & calculating gains
6. Keeping your eye on the ball--- realized capital gains
7. The Daily Order Log
8. "Now Warming Up in the Bull Pen"

Workshop #6: How to exorcise the Wall Street Performance Demons:

1. Calendar year performance evaluation
2. Market Value only focus and comparison with indices
3. Omniscience and future prediction
4. Sameness of strategy and crash results
5. Product Addiction
6. Tails that "wag the dog"

Workshop #7: Miscellaneous Investment Q & A:

1. Anything goes: Current Events, Investment Politics, Social Security Reform, Executive Compensation, Tax Reform, etc. Bring your questions on anything investment related, but try to keep it in the general area of traditional investing and/or
2. A "main points" review of "The Six Steps to a More Secure Investment Portfolio". Yes, any of my articles can be discussed.

Workshop # 8: Tools - Rules - Concepts:

1. Tools: S & P Stock Guide, IGVSI Website, Personal Worksheets, "Watch List Program", WCM friendly stockbrokers
2. Rules: Cost based asset allocation, QDI, profit-taking, macro & micro buying, ATH decision making
3. Concepts: The Working Capital Model, Smart Cash, The Investor's Creed, Base Income, WCM performance "Line Dance", Aging, IRE, money streams.

Workshop #9: Investment Terms YOU Need To Dig Into:

Average Pricing, Buy More Target, Conventional Wisdom, Day-Limit Order, Float, Fundamental Analysis, Ginny Maes, Issue Breadth, K I S S Principle, Leverage, Liquidity, Market Timing, Model Record Keeping, Open Order, Principal, REITs (private), Revenue Bonds, Selection Universe, Socially Conscious Investing, Spread, Stock Dividends/Splits, Stock Quotation, Tax Lots, Technical Analysis, Tick, Total Return Analysis, Uncertainty, Unit Trusts, Variable Annuities, Window Dressing, Working Capital, WRAP Accounts, etc.

Workshop #10: What's Your Investment IQ?

This workshop considers 30 True or False statements, based on concepts, news stories, investment strategies, product ideas, and conventional Wall Street Wisdom. Things you should know in order to invest intelligently. You will have 15 minutes to submit your answers to the moderator. The balance of the workshop will focus on those statements where there was not 100% agreement.