Portfolio Insurance Methods for Stable Retirment Income

with Mike Muhle, AAII Houston

Thursday, November 12, 2020 10:30 am – noon

Mike will describe and compare the following four strategies for managing retirment porfolios to obtain sustainable increasing spending:

• Buy and Hold
• Constant Mix
• Constant Proportion (CPPI or Constant Proportion Portfolio Insurance)
• Option Based Portfolio Insurance (OBPI)

The presentation will include backtests of the four strategies and recommendations for implementing the preferred ones.

For a copy of this and earlier AAIII Houston presentations, please go to AAII Houston Past Speakers and Presentations

The online meeting instructions follow:

AAII November Retirement Solutions SIG: Portfolio Insurance
Thu, Nov 12, 2020 10:30 AM – 12:00 PM (CST)

Please join my meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/523168581

You can also dial in using your phone.
United States: +1 (669) 224-3412

Access Code: 523-168-581

New to GoToMeeting? Get the app now and be ready when your first meeting starts: https://global.gotomeeting.com/install/523168581

Upcoming Chapter Meetings

All meetings of the AAII Houston chapter through May of next year will be online.

• Saturday, January 23rd, 2021 8:45 am  – 11:30 am
• Tuesday, March 23th, 2021 7:00 pm  – 8:45 pm
• Saturday, May 15th, 2021 8:45 am  – 11:30 am

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