My 30 Year Affair with Market Timing: The Good, the Bad and the Ugly
Seattle PI Building
First Floor Conference Room
101 Elliott Ave. West
Seattle, WA 98119
You do not need to be a member to attend; friends of Paul are welcome! The meeting will start promptly at 7 p.m. in the Ameriprise conference room, on the first floor of the old Seattle PI building, 101 Elliott Ave. West, Seattle 98119. The cost is $10, which includes refreshments. At that time of evening, there is generally plenty of on-street parking. Parking is not available in the building’s garage.
During Paul’s 90-minute presentation he will discuss a brief history on how and why he started timing mutual funds in 1983, the myths and realities of market timing, 10 steps to building a timing portfolio, the art and science of timing, the systems he trusts and those he would never use, and how to combine asset allocation, asset class selection, fund selection, and timing. He will also discuss the use of leverage and timing. Paul has been an advocate of market timing for 30 years. Find out why he has almost 50% of his portfolio in buy and hold.
Paul Merriman is the retired founder of Merriman LLC, a Seattle based investment advisory firm that was recently acquired by Focus Financial Partners (http://www.businesswire.com/news/home/20130107006090/en/Merriman-LLC-Joins-Focus-Financial-Partners) . He is the author of seven investment books, the latest, “101 Investment Decisions Guaranteed to Change Your Financial Future.” His first book, published in 1987, was, “Market Timing With No-load Mutual Funds.” He writes a weekly column for MarketWatch.com, on their Retirement page and produces a weekly podcast at his website, paulmerriman.com. He recently started The Merriman Financial Education Foundation The first project for the foundation is developing a university course entitled, “Investing For The Non-Finance Major.” The 3 credit course will first be taught September 2013 at Western Washington University.