| Investors' Forum Meeting Topics & Presenters | |||||||
| -- Topics by Category in table below -- | #
Votes By Topic |
Meeting | |||||
| Presenter | Date | ||||||
| ---------- | ------------ | ------------ | |||||
| Asset Allocation & Rebalancing (including how frequently) | 10 | Hansie + | 1/20/2012 | ||||
| Mutual Funds, ETFs, Closed-End Funds or Stocks, and Risk | 8 | Bruce S | 2/3/2012 | ||||
| Buy / Hold / Sell - Why? | 6 | John D | 2/17/2012 | ||||
| Portfolio Strategies and Diversification | 5 | George T | 3/2/2012 | ||||
| Covered Calls | 5 | Gus G | 3/16/2012 | ||||
| Managing Portfolio Risk | 5 | Jim P | 4/6/2012 | ||||
| Simplified Technical Analysis | 5 | Bruce S | 4/20/2012 | ||||
| Real Estate Investing (Commercial, residential, REITs, Etc) | 4 | Neil G | 5/4/2012 | ||||
| Stock Screener - What to Use, with a Demo | 5 | Bruce S | 5/18/2012 | ||||
| Where to Allocate Investment $ - Taxable vs Non-Taxable Accounts | 4 | 6/1/2012 | |||||
| Roth Conversions | 3 | Neil G | 6/15/2012 | ||||
| Retirement Communities | 4 | Yates | 7/6/2012 | ||||
| Risk of Asset Classes - Safest to Riskiest | 4 | ||||||
| Sector Analysis | 4 | ||||||
| Correlation Comparisons of Investment Vehicles | 4 | ||||||
| Economic Conditions Related to the Stock/Bond Market | 4 | ||||||
| Sources of Information and Tools | 3 | ||||||
| The Power of Dividends in a Portfolio | 3 | ||||||
| Investing Outside the US (Developed & Emerging Markets) | 3 | ||||||
| Short-Term vs Long-Term Investing | 4 | ||||||
| Value vs Growth Stks - What's the Difference & Portfolio Impact? | 2 | John D | |||||
| Retirement Income Options | 2 | ||||||
| Stock Selection Metrics (PE Ratio, Earnings Growth, etc) | 2 | John D | |||||
| Financial Advisor vs Self - Are the Fees Worth It? | 2 | ||||||
| Limit Orders, Open Orders, Stop Orders, Market Orders | 2 | ||||||
| Master Limited Partnerships (MLPs) | 2 | ||||||
| Calls, Puts, Straddles, etc. | 2 | Neil G | |||||
| Long Term Care Insurance | 2 | ||||||
| Safe Portfolio Withdrawal Rates in Retirement | 2 | ||||||
| Future of the Bond Market | 1 | ||||||
| Preferred Stock | 1 | ||||||
| Assessing Your Risk Tolerance | 1 | ||||||
| Commodities and Futures Trading | 1 | ||||||
| Insurance Coverage / Issues | 1 | ||||||
| Gold & Precious Metals in a Portfolio | 0 | ||||||
| Investors' Forum Web Page Explanation | 0 | ||||||
| Federal Reserve Monetary Policy | 0 | ||||||
| Experts: the Objective Items They Use | 0 | ||||||
| Retirement Planning With Annuities | 0 | ||||||
| Bond Ladders - How to Construct & Good in Portfolio? | 0 | ||||||
| Charitable Giving with Securities (Inside / Outside IRA) | 0 | ||||||
| Reverse Mortgages - Do They Make Sense? | 0 | ||||||
| Total Votes | 112 | ||||||
| # Persons who voted (eight votes per person) | 14 | ||||||
| Investors' Forum Meeting Topics | |||||
| ( Voting Results by Category / Topic) | # Votes | Total Votes | |||
| By Topic | Each Category | ||||
| ----------- | --------------- | ||||
| Market Analysis & Tool Building | 12 | ||||
| Economic Conditions Related to Market | 4 | ||||
| Sources of Information and Tools | 3 | ||||
| Use of Technical Analysis | 5 | ||||
| Best Websites for Information | 0 | ||||
| Investing Tab in Senior Center Website | 0 | ||||
| Federal Reserve Monetary Policy | 0 | ||||
| Portfolio Design & Management | 40 | ||||
| Portfolio Strategies and Diversification | 5 | ||||
| Asset Allocation & Rebalancing | 7 | ||||
| Rebalancing - How Frequently? | 3 | ||||
| Sector Analysis | 4 | ||||
| Experts: the Objective Items They Use | 0 | ||||
| Retirement Income Options | 2 | ||||
| The Power of Dividends in a Portfolio | 3 | ||||
| Retirement Planning With Annuities | 0 | ||||
| Day Trading vs Long Term Investing | 4 | ||||
| Buy / Hold / Sell - Why? | 6 | ||||
| Financial Advisor vs Self - Are the Fees Worth It? | 2 | ||||
| Bond Ladders - How to Construct | 0 | ||||
| Where to Allocate Investment $ - Taxable vs Non-Taxable Accounts | 4 | ||||
| Stock, Mutual Fund, ETF & Bond Selection | 24 | ||||
| Stock & Bond Screeners - What to Use | 5 | ||||
| Future of the Bond Market | 1 | ||||
| Stock Selection Metrics (PE Ratio, Earnings Growth, Etc) | 2 | ||||
| Value vs. Growth Stocks - What's the Difference? | 2 | ||||
| Mutual Funds or ETFs or Closed End Funds or Stocks? | 8 | ||||
| Limit Orders, Open Orders, Stop Orders, Market Orders | 2 | ||||
| Preferred Stock | 1 | ||||
| Investing Outside the US (Developed & Emerging Markets) | 3 | ||||
| Risk Management | 10 | ||||
| How is Risk Measured | 5 | ||||
| Assessing Your Risk Tolerance | 1 | ||||
| Risk Between Asset Classes - Safest to Riskiest | 4 | ||||
| Alternative Investments | 7 | ||||
| Real Estate Investing (Commercial, residential, REITS, Etc) | 4 | ||||
| Commodities and Futures Trading | 1 | ||||
| Gold | 0 | ||||
| MLP's | 2 | ||||
| Options | 7 | ||||
| Covered Calls | 5 | ||||
| Calls, Puts, Straddles, Etc. | 2 | ||||
| Retirement Opportunities & Challenges | 12 | ||||
| Retirement Communities | 4 | ||||
| Long Term Care & Insurance | 2 | ||||
| Safe Portfolio Withdrawal Rates in Retirement | 2 | ||||
| Charitable Giving with Securities (Inside / Outside IRA) | 0 | ||||
| Reverse Mortages - Do They Make Sense | 0 | ||||
| Roth Conversions | 3 | ||||
| Insurance Coverage / Issues | 1 | ||||
| Total Votes | 112 | 112 | |||
| # Persons who voted (eight votes per person) | 14 | ||||