AAII Houston – Upcoming Meetings

November Chapter Meeting
30 November 2022

Income Investing SIG Meeting

Market Outlook, Portfolio Overview, and Asset Rotation
with Frank Erzinger, AAII Houston
6:30 pm – 7:15 pm

Please join us for the monthly Income Investing SIG meeting. Frank will provide us with his update on the market outlook, review the recent performance of the Income Investing SIG portfolio, identify high grading positions, and propose a rotation among the assets held by the portfolio.


Chapter Meeting Presentation

Sector Rotation and Risk Management using AI-Driven Momentum ETFs
with Scott Juds

7:30 pm – 9:00 pm

With more than 2,000 exchange-traded funds (ETFs) to choose from, the task of evaluating and selecting a set of worthy ETFs for your retirement portfolio is daunting. Fortunately, Merlyn.AI artificial intelligence automates ranking ETFs for both trend leadership and risk suitability to identify the top ETFs and employs a trifecta of algorithms to eliminate hindsight selection bias, measure market safety and automatically shift its portfolio to a defensive set of ETFs. Importantly, we will examine how short-term tactical trading executed within an ETF wrapper translates into long-term capital gains when the ETF is held for more than one year.

Scott Juds is the president and CEO of SumGrowth Strategies, developer of SectorSurfer and Merlyn.AI, and author of “Conquering the Seven Faces of Risk.” Juds is a frequent AAII chapter speaker, holds over 40 U.S. and foreign patents, and has an MSEE from Stanford University. Juds won a 2016 NAAIM (National Association of Active Investment Managers) Founder’s Award for his white paper “Automated Polymorphic Momentum” and now serves on the judging panel for subsequent NAAIM contests.

Registration: This meeting is online only. You must register to attend the meeting at AAII Houston November Chapter Meeting.  After registering, you will receive a confirmation email containing information about joining the webinar.