January 2018 SMT Meeting

Thursday, January 4th at 7:30 PM

The Ring House
1801 East Jefferson Street
Rockville, MD 20852

Presentation Speaker:

Warren Sanborn, SMT Member


ETFs have Fine Print & History Also

Join us for our first meeting of 2018 when Warren Sanborn, SMT member, will present an in depth look at two of the ETNs that are based on volatility,  XIV and SVXY.

Warren has been managing his own funds since 1982 and brings a wealth of experience to his presentation. He will  review how he determined his risk level and what investment products best meet his needs.  He will also cover ETFs that have equivalent performance, but play by a different set of rules.  Warren will also cover the importance of volume, some of the data sources he uses for his information, and some of the data sources he avoids and why.

Warren also uses AIM (Automatic Investment Management) with his investments, and he will also cover which securities have worked for him, and why he is using them. In particular, which have worked best for him in his IRA account.

So, join us for what is sure to be an insightful and beneficial presentation with some take-aways for everyone!

Members may pay dues by check or cash at the meeting ($45), by credit card at the meeting ($47 total using our mobile reader), or on the SMT web site ($47) using either a credit card or PayPal.  Web site and credit card payments are an additional $2 to cover SMT online banking costs.  Dues increased to $45 in 2018. New members may join at anytime for the same due and their membership will be valid to 12 months after the date of payment.

 A reminder, our meeting will be held in the downstairs social hall and we will have high speed WiFi available.

If you missed any of our meetings since June 5th, 2014, members can log on to the SMT web site and view the video of the meeting presentation in addition to downloading the presentation. Go to the “Resources” menu tab, then select “Meeting Videos”

SMT logo coffee mugs will be available for purchase at the meeting, $5 for members, $7.50 for non-members.  If you are a member and have not picked up your SMT lapel pin, see Sondra Katz at the meeting. The new SMT logo Power Bricks will be available for sale to members for $15, $17.50 for non-members.  We will also have the new SMT logo golf shirts, for $25.