InvestEd 2012
February 2012 Webinar: Stop Loss Orders: Helpful or Harmful? – Part 2
Gary's Favorite Investing Book
Google Finance Portfolio Monitor

InvestEd 2012
Charlotte NC June 8-10, 2012
Renaissance Charlotte Suites Hotel
Register Now

When push comes to shove, investor education at InvestEd 2012 on June 8-10, in Charlotte, North Carolina, offers a wonderful opportunity for new, insightful, and challenging presentations. Yes, we always include a traditional set of sessions for attendees who are above the rank of Newbie, but the availability and allure of intermediate and advanced sessions led by top-flight instructors is compelling.

If you haven't attended an InvestEd conference, we encourage you to gauge the quality of our instructors and their sessions by reviewing past InvestEd Inc. free monthly investor education webinars and registering for upcoming webinars announced in our newsletter. They offer a sample of the substance and broad scope at the yearly conferences.

Simply put, the value proposition offered by InvestEd is second to none! You receive two and one-half days of solid investment know-how without additional expenses for unproductive days. What are you waiting for? Register Now!

For 2012’s Charlotte event, we welcome back Phil Keating, Lynn Ostrem, and Bart Womack. They return to put their own special stamps on new sessions as well as on an old favorite or two.

In the area of intermediate and advanced sessions, InvestEd 2012 is offering a new, full track of technical analysis sessions. These sessions will be particularly helpful as a complement to what you know or will learn about fundamental analysis. Further, the technical analysis track will be supplemented with sessions on options, a topic introduced by InvestEd a few years ago, well before options were acknowledged as a legitimate topic at other fundamental investing education conferences.

The technical analysis track will be led by Mary Ann Davis, Don Cassidy, and Saul Seinberg. You may have been fortunate enough to participate in one or more InvestEd webinars presented by these very able instructors or in one of their sessions at prior InvestEd conferences. All have taught at national and regional events and look forward to broadening your investment horizons in Charlotte.

Bob Adams, John Tonsager, and John Diercks will fill your investment plates with challenging traditional information. Their insights will reinforce some of what you already know and will add useful investment nuggets for you to employ in the future.

All instructors’ biographical sketches are on the InvestEd 2012 website.

We look forward to having you learn with us in Charlotte on June 8-10, 2012, for Investor Education at Its Best.

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InvestEd Inc. Free Webinar
Stop Loss Orders: Helpful or Harmful? - Part2

Sunday, February 19, 2012
8:00 PM-9:15 PM ET / 5:00 PM-6:15 PM PT
Instructor: Saul Seinberg
Webinar Registration

Knowing about the various types of stop loss orders described in our January webinar is very helpful to investors, but the bottom-line benefits of employing knowledge about stops lies in the practical application of that knowledge. We'll take a look at what type of stop works best for different types of investors. We’ll also see how the most commonly used stops work in real world situations. Saul will address as many questions as possible during the webinar, utilizing the company names attendees provide to teach appropriate stop placement and to explore some guidelines for selecting a stop level. Finally, the care and maintenance of stops will be examined so that stop loss users can appreciate when it makes sense to adjust a stop and when it does not.

Saul Seinberg is an InvestEd instructor, presents InvestEd Inc. free online investor education webinars, and is an advisory director of the corporation. He is vice president of the online CGAB Alumni Investment Club. With degrees in electrical engineering and law, Saul spent most of his career as a corporate attorney.

Register now to attend this online investor education session. Space is limited.


Gary’s Favorite Investing Book
Gary Simms

My all-time favorite investing book is Bogle on Mutual Funds: New Imperatives for the Intelligent Investor by (whom else) John Bogle. He is a respected mutual fund industry legend and the founder of The Vanguard Group Inc. The book has helped me make money and has saved me a lot of money. It's the one book I keep rereading.

My brother received a copy of the paperback as a Christmas gift from his father-in-law. After reading it, my brother decided I needed to read it so we could figure it out! We spent many Sunday mornings reading, discussing, and cussing that book. We have very fond memories of those times, and now we quote the ideas from memory. At the end of every chapter, the book summarizes the relevant concepts in order to help the reader learn them.

The book describes various investment instruments, how they are categorized into the different types of mutual funds, and the importance of asset allocation. I use this book as the "stroma" of investing.

In an organ (human body), the stroma is the connective tissue that gives the organ form and supports how all other things are attached. The other things (usually cells) do the specialized work of each organ, although it is the stroma that organizes and holds everything together so that organ can function effectively.

Bogle's book uses generic terms, so the advice is applicable to any mutual fund company. However, if you review Vanguard’s mutual funds, you will find that the generic terms are very thinly veiled. I'd expect the author to practice what he preaches, and I'm not disappointed.

For example, Bogle divides money market funds into three categories: prime commercial paper, government paper, and treasury paper. The Vanguard funds are called Prime, Federal, and Vanguard Admiral Treasury Money Market Fund.

This is the book that "turned the light bulb on" for me. After reading it, I knew more about investing than brokers, and I feel confident in my investing abilities. Best of all, used hard cover copies of Bogle on Mutual Funds: New Imperatives for the Intelligent Investor are a steal on I just bought a copy for $1.00 in order to get free shipping on a $25 Amazon order. I will pass the copy along to another investor in order to share John Bogle's mutual fund wisdom.

If you prefer a book that is an easier read with a user-friendly format, Mutual Funds for Dummies, 6th edition, by Eric Tyson has many of the same ideas in the Bogle book.

Gary Simms is a self-employed dentist who decided to take responsibility for developing his own retirement and disbursement plan after receiving disastrous advice from a broker. He found that unbiased education on those topics is hard to come by. Gary read and sought out rational explanations about the elements of successful investing in the stock market, mutual funds, and retirement planning. Now, Gary chooses to work rather than finding it necessary to work. He is a lifetime member of the American Association of Individual Investors (AAII) and BetterInvesting (BI). Gary is an associate director with the BI Heart of Illinois Chapter's Board of Directors and he has taught all facets of BI methodology for both stocks and mutual funds.


Google Finance Portfolio Monitor
Douglas Gerlach

An easy way to keep track of recent news and upcoming earnings reports is to use the Portfolio feature of Google Finance. This free site gives you several options for monitoring events that affect the companies in your portfolio.

First, you'll need a free Google or Gmail account in order to set up a portfolio on the site. If you don't have one, you'll be asked to create one when you set up your first portfolio on Google Finance.

Then, you will create a portfolio of the stocks you want to follow. Google allows you to create many different portfolios, so you can organize your holdings and watch lists in a way that best suits your needs. When adding securities to a portfolio, you have the option to add transaction details such as the date of purchase, number of shares, and purchase price.

Once you've set up your first portfolio, look at the bottom right corner of the Portfolio page. There, in the "Events" section, you'll see a list of upcoming events for the stocks in your portfolio, as well as a link to past events.

Events include scheduled conference calls, earnings releases, analysts' conferences, and annual meetings for the companies in the selected portfolio.

While this certainly is useful enough, you have some additional ways to utilize and display the event information to make it even more accessible. Next to each event is a small calendar icon. Click on this icon and you will be prompted to add that event to your Google Calendar.

Perhaps even more helpful is the ability to automatically monitor all events related to your portfolio using Google Calendar. At the bottom of the events listing in your portfolio is a link and icon labeled "Add [Portfolio Name] events to my calendars." This link creates a calendar that appears in the "Other Calendars" section of your Google Calendar. Your portfolio calendar will be updated automatically as Google adds events relevant to your companies into its database. If you have lots of other calendars or events and want to control clutter, you can toggle off the display of any calendar in Google and turn on the display of your portfolio calendar at any time to review upcoming items.

These tools from Google are a convenient way to prepare a report on a stock for an investment club meeting, as well as to ensure that you remain an informed investor with respect to the stocks in your personal portfolio.

Douglas Gerlach is an InvestEd instructor, the founder of, and the President of ICLUBcentral Inc, maker of tools for investment clubs and individual investors, including Toolkit 6. A popular speaker and investment educator, he is the author of six books, including The Pocket Idiot's Guide to Direct Stock Investing and The Armchair Millionaire. A former editor for Mutual Funds Magazine, currently Doug is the Editor-in-Chief of the Investor Advisory Service, the award-winning market-beating stock newsletter.


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