I’m very excited about being back in front of the Puget Sound Chapter of the American Association of Individual Investors (AAII). I’m not sure how many times I have addressed the group. Maybe 7 or 8 times. I do remember the first time was in 1984.

AAII members have a commitment to understanding the historical evidence of what drives investment success and failure. I think they will find this presentation right up their alley.

Here is a list of some of the topics I will address:

The myths and realities of SCV companies and SCV funds
Three big differences between traditional and non-traditional index funds.
The best performing S&P 500 fund for over 25 years (no it isn’t Vanguard’s).
What investors should never add SCV to their portfolio?
Why most SCV investors will fail to get the SCV premium.
How to tell the best from the worst SCV ETFs.
Vanguard vs. Avantis vs. Dimensional ETFs.
The three most important lessons from past returns?
How long do past returns need to be to be statistically meaningful?
What Total Market Index Fund is built to produce the best long term return?
The best Target Date Fund: Better than Vanguard, Fidelity or Schwab
What Merriman Portfolio has the highest expected unit of return per unit of risk

Donations are not required but they are appreciated, as AAII is an organization dedicated to helping do it yourself investors do better.

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