19 Oct
AAII - Silicon Valley


Rob Bernstein rob@rgbcapitalgroup.com


Robert Bernstein


Mr. Bernstein will provide two presentations to the Silicon Valley Chapter of the American Association of Individual Investors (AAII).

Presentation #1: A Practical Approach for Conservative Investors - Rob Bernstein will share a well-tested portfolio strategy that seeks to provide long-term returns that exceed the overall market on a fraction of the risk. The discussion will provide tools to construct a low-volatility portfolio with minimal drawdowns, give you an exit strategy for when the market turns down, help you manage through the next bear market and give you confidence to invest money that has been sitting on the sidelines. You will walk away with tactical strategies that you can implement when you get back home. 

Presentation #2: Managing Equity Risk in Uncertain Times - When market volatility spikes, it is crucial for individual investors to remove as much emotion as possible. However, this is not always an easy task.  Should you sell and reduce risk exposure or hang in there for the ride?  Mr. Bernstein will share how you can use a weight-of-the-evidence approach to manage your equity risk exposure. By using multiple indicators across multiple time frames, you will have more confidence in the overall direction of the market. 

Date and Time

Sat, Oct 19, 2019

9:00a - 12:00p CST


Shoup Park Garden House

400 University Avenue
Los Altos, CA 94022
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