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Maryland Investment Group - Speaker Series - Vas Madhava

Event Type: Tax/Finance
Age Group(s): Adult, Seniors
Date: 10/18/2018
Start Time: 7:30 PM
End Time: 9:30 PM
Description:
 Come enjoy monthly presentations and discussions about topics related to the stock market, mutual funds, financial planning, etc.

This month's guest speaker is Vas Madhava. In Part 1, Vas will present an overall market overview answering these questions: ◦Is all the negative news about rising interest rates, tariffs and the huge declines in emerging markets signaling a major decline here, especially in the volatile month of October?
◦Or are we just getting ready for the seasonally strong end-of-year rally?
In part 2, Vas looks at what almost seems like an oxymoron -- why one would use short term technical analysis for a long-term portfolio? However there are clear and distinct benefits for doing this. Vas will focus on two types of long-term instruments: stocks that can boost the overall value of your portfolio and stocks that generate income on a consistent basis. Some key points that he will cover: ◦Why bother with technical analysis, especially in a long-term portfolio
◦Ideas to structure your portfolio for both capital gains & income
◦What kind of instruments to consider for both gains & income
◦When to consider exiting a position completely
◦How to use charts to find the low risk entry points where one can add to a long term position or enter to get both price appreciation & dividends. Vas will spend considerable time in this area with many detailed examples
Time permitting, he will review stocks from audience members and show some stocks currently at low risk entry points. Affiliated with CPCUG and the American Society of Individual Investors (http://aaiidcmetro.com/sig.htm).
Library: Connie Morella (Bethesda)    Map