May 2022 Main Event

Join us in May to hear from Brian Livingston, author of "Muscular Portfolios" Brian Livingston is a successful dot-com entrepreneur, a columnist for MarketWatch.com and StockCharts.com and the author of “Muscular Portfolios” (BenBella Books, 2018). From 1984 through 1991, Livingston was the assistant information technology manager of UBS Securities in New York City, a computer consultant for Morgan Guaranty Trust Co. (now JPMorgan Chase & Co.), and technology adviser to Lazard Frères. As a computer expert, he published over 1,000 articles from 1991 through 2010 in such publications as PC World, CNET and more. Livingston authored or co-authored 11 books in the Windows Secrets series (John Wiley & Sons), which sold more than 2.5 million copies in 30 languages worldwide. In 2003, he founded the Windows Secrets Newsletter, which grew from zero to 400,000 subscribers before he sold the business in 2010. His current publication is the monthly Muscular Portfolios Newsletter. You can find Brian's Book on Amazon or B&N.
SESSION 1: How to Make Your Portfolio Muscular
Brian Livingston’s latest book, Muscular Portfolios, reveals the up-to-date scientific evidence behind what experts call the Index Investing Revolution. His website, MuscularPortfolios.com, is the first to simply give away Wall Street’s secret buy-and-sell signals. The site is free — there are no financial products to buy and no “secret formulas” to pay for. Investment gurus often promote “Lazy Portfolios,” which never change their positions. But the last 15 years have proven that these “set it & forget it” strategies lag far behind the S&P 500 while delivering similar, intolerable crashes along the way. By contrast, Muscular Portfolios offer market-beating returns with bond-like risk.
You will learn:
  • How to get market-like returns with no fear of crashes
  • The most profitable way to use the newest low-cost index funds
  • How 21st-century science enables greater gains with lower risk
SESSION 2: Recent Performance of the Muscular Portfolios
  • The S&P 500 (SPY) turned $1,000 into only $4,342 between Jan. 1, 2007, and Mar. 30, 2022. But the two portfolios in the book, the Papa and the Mama, delivered more than $5,000 and $5,500 during the same period, a major improvement. Best of all, while the S&P 500 subjected investors to a number of 33% to 55% crashes along the way, making many individuals liquidate in fear, the book’s two portfolios lost only a manageable 20% to 23% when measured between any two daily closes. (All statistics are based on the prices of actual exchange-traded funds and computed by ETFScreen.com, an independent data-analysis firm.)
  • You will learn:
  • • Muscular Portfolios — require only a 15-minute tune-up once a month
  • • Offer market-beating returns with only bond-like volatility.
  • • See bri.li/220213 for details.

How to Attend:

Due to COVID-19, meetings are webcast. Please see below to register on EventBrite, and then join remotely online via Zoom. You must pre-register on EventBrite: To attend by web:
  • Zoom meeting instructions will be emailed to all registered participants.
Please join our AAII Silicon Valley Meetup group to be notified of all upcoming events! Hope to "see" you at our next event!