Arizona Chapter Annual Meeting with Betsey Wills

The Arizona Chapter Board of Directors  annual meeting and we invite you to join us for a special event with Betsey Wills. Director of Rocky Mountain Chapter and founder of an investment club.  Her topic will be:

The Size Effect: How Small Stocks Came to be Part of a Well Diversified Portfolio
 
Have you considered how small-cap stocks became integral to a diversified portfolio? The Capital Asset Pricing Model (CAPM), the first formal asset-pricing model developed in the early 1960s, is extensively utilized in finance to guide investors on expected returns relative to risk. However, a significant breakthrough occurred in 1981 with the discovery of the "Size Effect," which identified a correlation between a company's size and its returns. This discussion will cover CAPM, the "Size Effect," its impact, and how including small-cap stocks in a portfolio can balance risk and potentially enhance returns. Additionally, we may explore the use of predefined Small Company and AList stock screens in the SSGPlus for a swift visual evaluation of the stocks on these lists.. 


If you would like to submit your club portfolio for a “Dashboard Diagnostics” session, please send your latest club valuation statement to: president@Arizona.betterinvesting.net by July 31, 2024.

The Chapter will hold a short business meeting afterward.  We will hold our Annual Meeting and Election  of Officers.  We are looking for a few volunteers who are willing to help with our mission.  If you would be willing, please contact Steve Clauter at president@Arizona.betterinvesting.net.
                                                                                   
Please Register in advance by clicking the link below.

https://attendee.gotowebinar.com/register/577117607757603157

Please remember that you have an open invitation to join us at our meetings. We love to have visitors who are seeking information or who might be interested in becoming involved with the Arizona Chapter.

WANTED!! We are in need of a social media specialist. If you would like to volunteer to help, please join our meeting.


 

None.

Steve Clauter, President Arizona Chapter
contact@arizona.betterinvesting.net