CI CIS Archive - 2011

January 22, 2011
Subject: Greek God-Trading and Effective Volume
Speaker: Paul Duncan

The presentation will start with a top-down analysis of the market, using tools such as StockCharts, IBD, HGSI, and of course, GGT. We will then move into a discussion of Effective Volume, and then will combine EV with GGT to screen candidate ETFs and stocks. Time permitting, we’ll present updates on various trading and investment strategies that Paul has developed and is presently forward testing.

Paul Duncan has been investing for more than 27 years, starting in 1983 with mutual funds while a member of the U.S. Navy. In the early 90's, with the availability of an employee-sponsored brokerage account, he branched from mutual funds to stocks. During this time he joined a small startup, and amongst his professional duties as an optical engineer, he also created and administered the company's 401(k) plan to over 30 employees. In the late 90's Paul started his own company, focused around applied optical R&D for the U.S. Government, which he ran until the early part of 2007. Again, in addition to his professional duties as chief bottle washer, Paul created the company's SIMPLE IRA plan with Fidelity and regularly conducted financial training for his crew, using tools including IBD, VectorVest, AAII, BI, and the programming environment of WealthLab Pro.

In March 2007, Mr. Duncan founded and led the Northern Virginia VectorVest group for over three years, which dramatically improved the consistency of his investing because of the accountability of the process. During this same period he began the development of the Greek-God Trading system, which has grown into a full-fledged timing system that provides macro timing signals on the overall market trend as well as individual recommendations on over 3000 stocks and ETFs. The success of GGT led Paul to create Greek-God Trading, LLC, which presently has over 40 investors and recently started trading using the TradeStation platform. Paul blogs daily concerning the status of the GGT indicators; the blog can be found here.

Mr. Duncan is married with two children and resides in Vienna, Virginia.

February 26, 2011
Subject: Creating & Managing a High Yield Portfolio
Speaker: Dennis A. Kranyak

Dennis will outline the steps, tools and methods he uses to create and manage his high yield portfolios. Posted on his web site, as the "Meat & Bones" Portfolio, in 2009 it yielded 29.57%, and this year's portfolio is up 23.03% as of 12/01/10. The goal of the high yield portfolio is to produce 25%+ gains per year through the use of a diversified portfolio of high yield dividend stocks and ETFs, covered calls, and appreciation. He will also outline an alternative management method called AIM, created by Robert Lichello in 1975 and apply it to his current Meat & Bones portfolio.

A Connecticut native, Dennis has lived in Northern Virginia since 1991 and been a full time trader/investor since 1996. He has been a member of the Society of Market Technicians since 1997 and has held numerous workshops in the DC area over the past three years on his methodology.

March 26, 2011
Subject: Rotation of ETFs Investing Strategy Using Mainly Price Momentum
             (Short Plus Mid-Term ETF Trading System)
Speaker: Ross Kaplan


  1. Market Timing Procedure
  2. Screening Criteria & Creating Current Trading List
  3. Scoring Criteria & Customizing Current Trading List
  4. Benchmark Index
  5. Decision Matrix
  6. Selection Of ETFs To Be Bought, Held & Sold
  7. Asset Allocation
  8. Diversification
  9. Trading Rules
  10. Stop-Losses
  11. Advantages & Disadvantages Of Short Plus Mid-Term Trading
  12. Portfolio Performance

Ross is an individual investor, living in Alexandria, VA. Previously, he was an Electronics/General Engineer at various Federal Government Agencies in Washington, DC; Alexandria, VA; Fort Huachuca, AZ; and Griffiss Air Force Base, NY., and retired more than 12 years ago. Ross earned his BSEE & MSEE from Syracuse University. He is an active lifetime member of AAII attending many monthly investor seminars & workshops, and is also a member of the AAII CI SIG attending many meetings/briefings and has made several presentations to this group. Ross has developed and uses a personal investing method, called “Security Ranking System” to easily rank multi-asset class mutual funds and stocks for investing.

April 23, 2011
Subject: How I Use IBD -
Speaker: Vas Madhava

Vas discussed the Investors Business Daily (IBD) newspaper and the methodology espoused by it's founder William O'Neill, often called CANSLIM. The methodology has at times been top rated by AAII. O'Neill is also one of the market wizards as deemed by Jack Schwager in his book The Market Wizards.

Vas also provided an overview of the IBD methodology including its pluses and minuses. He showed how investing in IBD stocks with a lack of understanding can cause big losses while a more thorough understanding can be very profitable. He discussed his own method of trading IBD stocks, often at much lower risk levels. He also went over what he determines are the most important parts of the paper and the accompanying website. Lastly, he discussed finding high probability short candidates in IBD stocks that are over extended. Note: the presentation included some degree of technical analysis to find low risk entries into IBD stocks.

Vas has made numerous presentations to the SIPSIG group. Prior to trading, his background was in software development. He holds an undergraduate degree in electrical engineering and a masters in business.

May 28, 2011
Subject: How I Use IBD - (Continuation of April's Presentation)
Speaker: Vas Madhava

Vas Madhava continued last month's presentation on Investors Business Daily's (IBD) approach to investing in stocks. For those who missed the previous presentation, Vas reviewed the major concepts that were covered including IBDs method of market timing and the stock fundamentals they focus on.

He then covered the major IBD technical patterns, including the strengths and weaknesses of each pattern. He then focused on other techniques to use IBD to improve returns, both for lowering risk and enhancing returns. He also went over other price patterns he uses to enter into positions at very low risk.

Then he reviewed the approximately 20 IBD sell rules that can be used to protect profits and minimize losses. He also discussed finding low risk entries to short IBD stocks when they become over extended.

Vas has made numerous presentations to the SIPSIG group. Prior to trading, his background was in software development. He holds an undergraduate degree in electrical engineering and a masters in business.

June 25, 2011
Subject: The Thematic Investor
Speaker: Chris Versace, Director of Research, Think 20/20

What is Thematic Investing? Dissecting the critical trends that are shaping the economy, and in-turn the performance of the stock market. Trends in the economy are literally playing out right in front of you as you walk through the mall, turn on the TV, surf the Internet, drive down the street or commute to and from work. Even better, just watch your kids - what are they playing with? What are they buying? What are they doing with their friends? Chris Versace, The Thematic Investor and author of Thematic Insights, will give an overview on thematic investing, and discuss the key themes that he is following and why as well as key companies that he is recommending to investors both individual and institutional.

Chris, the "Thematic Investor," is the director of research at Think 20/20 (an independent equity research and corporate access firm located in the Washington, D.C. area), a weekly contributor to The Washington Times and a weekly guest on America's Morning News, where he discusses the stock market, the economy and more.

Before Think 20/20, Mr. Versace was the portfolio manager of Agile Capital Management (ACM), a thematically driven alternative investment fund. The groundwork for ACM was laid during Mr. Versace's tenure as senior vice president of equity research at Friedman Billings Ramsey, where he produced award-winning, differentiated research coverage using an ecosystem perspective of the mobile phone industry and enabling component technologies across various material technologies, including RF semiconductors (RFID, GPS), LEDs and display technologies. During his tenure at FBR, Mr. Versace received honorable mentions in Institutional Investor's annual research analyst rankings, was a five-star analyst by Zacks Investment Services and a four-star analyst ranked by Star Mine. Mr. Versace was also an analyst at Donaldson Lufkin Jenrette, as well as Salomon Brothers. Mr. Versace is currently a weekly contributor to The Washington Times. He has been quoted extensively in The Wall Street Journal, Investors Business Daily, The, USA Today and other publications. He has participated in numerous industry panels, including the Northern Virginia Tech Council, We Media and others, and has appeared on Fox Business, CNBC, CNBC Europe, CNNfn and "America's Morning News."

Mr. Versace earned bachelor's degrees in economics and mathematics at Fairfield University before earnings an master of business administration degree in Finance at Fordham University.

Read more at, or The Washington Times, or
Think20/20 Research

July 23, 2011
Subject: Dimensional Funds & Other Investment Dimensions
Speakers: John Ferguson, President; Derek Johnson, Vice President; and
                Dawn Doebler, MBA, CPA, Certified Financial Planner of
                Ferguson Asset Management Inc.

Their presentation addressed the following:

Risk and Return Analytics

  • Active vs. Passive Management
  • Missing the Best Market Days
Dimensional Funds
  • Fund Exclusions
  • Other unique aspects of Dimensional
Risk and Return Analytics
  • Active vs. Passive Management
  • Missing the Best Market Days
Dalbar Study of Investor Performance
  • Individual Investors Experience vs. Average Returns
How Emotions Impact Investing
Other Dimensions of Your Financial Health
  • Your significant other
  • Individuals who may destabilize your plans

For more information, see

August 27, 2011
Subject: Schwab StreetSmart Edge™
Speaker: Robert Kidd, Active Investor Market Manager, Charles Schwab

The presentation will address the following:

Why StreetSmart Edge™?

Tools provided by StreetSmart Edge™ intuitively follow - from opportunity to action - a trader's natural trading workflow. Its flexible, customizable design can easily be adapted to your trading level so you can plug into the market. Its integrated tools help get you the decision-support data to take action quickly. Its robust research features helps you search for - and identify - more trade opportunities. And its integrated account management helps you always know how you're doing and stay on top of your positions.

Attend this presentation and see the power of this integrated platform. Learn for yourself about the power of StreetSmart Edge™.

Robert Kidd is an Active Investor Market Manager serving Charles Schwab offices in North Carolina, South Carolina, Virginia, Maryland and the District of Columbia . Robert has worked in the financial services industry for over ten years, with firms including TD Ameritrade, Scottrade and ETrade. He has focused on client education for the last five years teaching Risk Management, Trading Strategies and delivering workshops on trading platforms across the country that have helped investors gain confidence in their trading.

September 24, 2011
Subject: Growing IRAs & College Accounts with ETFs & A.I.M.
Speaker: Dennis A. Kranyak

Using Robert Lichello's A.I.M system combined with any of today's ETFs produces index beating results, and it takes only five minutes a month! Dennis will provide a brief overview of A.I.M. and then explore a few examples to demonstrate its capabilities and limitations using ETFs in today's challenging market. From January 2009 to September 1, 2011 the system has netted over 57% using the ETF SSO and has been approximately 50% in cash the entire time.

A Connecticut native, Dennis has lived in Northern Virginia since 1991 and been a full time trader/investor since 1996. He has been a member of the Society of Market Technicians since 1997 and has held numerous workshops in the DC area over the past three years on his methodology.

Check out his methods, insights and upcoming events here

October 8, 2011
Subject: Alternative Energy
Speaker: Fred Wright

Mr. Wright is a long time investor, a Chartered Financial Analyst (CFA) and a Maryland Registered Investment Advisor. He has been investing for over 25 years and relies on both fundamental and technical analysis in making his investment decisions.

November 2011
Date: Saturday, November 16, 2011

Subject: Manifest Investing: Favorite Features, Putting the Resources to Work
Speaker: Mark Robertson
                Founder and Managing Partner, Manifest Investing

The presentation will be in the form of a webinar from Michigan demonstrating the tools and methods of analysis for selecting companies for long term investing.

This month's session will feature a guided tour of Manifest Investing, essentially implementing the concepts discussed at the October AAII/NAIC joint session, "Successful Long-Term Investing". Mark's tour will emphasize subscriber favorite resources and provide a closer look at stock and portfolio analysis methods. Learn how to interpret the research and resources and put them to work as long-term investors and/or investment club partners. The discussion will explore the core concepts with an emphasis on demonstration.

Mark Robertson is the founder of Manifest Investing features an e-newsletter focusing on successful long-term investing including web-based investment research and features for stock and fund screening. The focus is on investment education and enabling investors to experience successful long-term fundamental investing with their personal investing or retirement plans. Mark formerly served as senior contributing editor for Better Investing magazine and has appeared on National Public Radio, CNBC, and ABC to discuss long-term investing. He has worked with Smart Money, Barron’s, Money and The Motley Fool, and published features in the Chicago Tribune and a number of local publications.

December 2011
No event this month