Investor Day with Doug Gerlach
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To pay by check make the check out to NAIC - BETTERINVESTING PHILA CHAPTER
Description
Investor Day Event with Doug Gerlach
Class Topics:
1. Surviving the Next Recession and Bear Market
For unprepared investors, recessions and bear markets can wreak havoc with a stock portfolio. However, armed with the right intelligence, the smartest stock picking approach, and sound portfolio management practices, investors can turn the market's disasters into opportunities. Doug Gerlach, Editor-in-Chief of the "SmallCap Informer" and "Investor Advisory Service" newsletters, will review his team's approach to stock selection before, during, and after down and sideways markets, and provide evidence for a savvy stock strategy based on the market's long-term directional biases.
2. The Crazy Things Investors Do: An Intro to Behavioral Finance
Why do people often make irrational financial decisions? The answer lies in the field of behavioral finance, which explores the realms of emotion, intellect, fear, and common sense that influence investor behavior. The first step towards making better investing decision is overcoming the unconscious biases that influence behavior, including cognitive biases (like anchoring and confirmation bias) and emotional biases (such as loss aversion and regret aversion). In this session, Doug will examine social influences and market anomalies that are driven by psychology and offer practical strategies and tools for recognizing and overcoming these common pitfalls. At the end of the session, you will feel more empowered and able to make more disciplined and effective investment choices.
3. Doug's Favorite Small-Cap Stocks for 2026-2031 (and Why He Likes Them)
Small-cap stocks are on a roll, but where are the buys? It’s commonly said that there are strong stock buys in any market—but finding them is not always easy! Fortunately, Doug has some ideas for individuals and investment clubs, taken from the two market-beating newsletters that he edits, the Investor Advisory Service (named for 16 consecutive years to the “Hulbert Investment Newsletter Honor Roll” and which celebrated its 50th year in 2023) and the SmallCap Informer (celebrating its 14th year in 2026 with a long-term track record outperforming the small-cap stock indexes).
4. Closing of the Club Taxes for 2026 including changing brokers in the middle of the year. Are there any new rules?
5. Stock Doctor: Club Portfolio Reviews:
For any clubs wanting to submit their club portfolio for Doug to review, contact Gloria Mankonen (contact@philly.betterinvesting.net) & request the Excel Format form to complete.
