Rick Ferri in HOUSTON on January 15, 2011

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Rick Ferri in HOUSTON on January 15, 2011

Postby natureexplorer » Tue Nov 16, 2010 9:43 pm

Rick Ferri will discuss his new book on Power of Passive Investing
Date: Saturday, January 15, 2011
Time: 2:00 pm
Location:
Luby's Cafeteria
1743 Post Oak Boulevard
Houston, Texas 77056

http://lubys.com/en/subpages/Locations/LocationDetail.asp?ID=81

The above Luby's is in the Galleria area.

Also, you probably want to print out the following PDF slides that go along with his presentation:
http://www.filedropper.com/ferripassiveppt

Edits: I made some edits to this original post so as to leave only the pertinent information.
Last edited by natureexplorer on Tue Jan 11, 2011 10:06 am, edited 4 times in total.
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Postby Wagnerjb » Tue Nov 16, 2010 11:05 pm

The chapter is only modestly active, and the leader (George) has recently handed over the reins. I would suggest sending an e-mail to HoustonDiehards@yahoo.com, and George can forward you the e-mail of the new leader.

Have you been to any of the Houston meetings? I see that you have been a prolific contributor to this forum for well over a year.....

Best wishes.
Andy
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Postby natureexplorer » Tue Nov 16, 2010 11:10 pm

Wagnerjb wrote:Have you been to any of the Houston meetings?
No.

George PM'ed me and said the same thing, but that the new person seems to have disappeared.

I see that you have been a prolific contributor over several years. Maybe you or one of the other seasoned Houston Boglies could take over? :D
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Postby tdhg566 » Wed Nov 17, 2010 7:41 am

NE and I did speak by PM. I'm still in the middle of transitioning my parents to Independent Living here in Houston from another state. That project consumes a huge amount of my time, and requires travel, but I certainly would like to know about any Rick Ferri Book Club meeting held in the local area.
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Postby Mel Lindauer » Wed Nov 17, 2010 11:25 am

If someone wants to volunteer to take over the leadership of the Houston Local Chapter, just let me know and I'll have the contact information changed on the Local Chapters Map.
Best Regards - Mel | | Semper Fi
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Postby Wagnerjb » Wed Nov 17, 2010 1:32 pm

natureexplorer wrote:George PM'ed me and said the same thing, but that the new person seems to have disappeared.


I think it is safe to assume that the Houston chapter isn't very active. But since you were the one who invited Rick Ferri to the Houston meeting, it would be very appropriate for you to set up the meeting. No, you don't have to become the leader of future meetings, just this one. Pick a restaurant - one that has either a large room for maybe a dozen guests - or one that has enough room to put a few tables together for the Bogleheads that show up. Coordinate the time with Rick, and send a note to the e-mail distribution list that George has. Or you can put the info on this site. Simple as that.

I will be there (unless I have a conflict with the date).

Best wishes.
Andy
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Postby Rick Ferri » Mon Nov 22, 2010 1:39 pm

Houston is 4 hours from my home. We have relatives living there, so we have a place to stay.

Most weekends are available in January, February and March. Just give me a few options.

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Postby natureexplorer » Mon Nov 22, 2010 4:05 pm

Rick, how about one of the following?

January 8

January 15

February 26

March 19

As for the time, how about 2 pm?
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Postby Rick Ferri » Mon Nov 22, 2010 7:44 pm

Jan. 15 works for me.
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Postby natureexplorer » Mon Nov 22, 2010 9:20 pm

Great! January 15, 2011, at 2:00 pm it is.

Everyone interested, mark you calendars:
Date: Saturday, January 15, 2011
Time: 2:00 pm
Location: To Be PM'ed, Houston, TX

If you are planning to attend, please post in this thread, so we know what number of people we can expect.

Anyone got any ideas for a good place to have this?
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Postby Goldfinger » Tue Nov 23, 2010 3:59 pm

Count me in! Always great getting together w/fellow bogleheads. We can arrange where by PM / e-mail.
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Postby Valdeselad » Tue Nov 23, 2010 4:05 pm

natureexplorer wrote:Great! January 15, 2011, at 2:00 pm it is.

Everyone interested, mark you calendars:
Date: Saturday, January 15, 2011
Time: 2:00 pm
Location: To Be PM'ed, Houston, TX

If you are planning to attend, please post in this thread, so we know what number of people we can expect.

Anyone got any ideas for a good place to have this?


I'll be there
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Postby Mulligan » Tue Nov 30, 2010 9:50 pm

I'd be interested in attending. Look forward to the details.

Mulligan
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Postby taurabora » Tue Nov 30, 2010 10:05 pm

I would attend this event.
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Postby veritas10 » Tue Nov 30, 2010 10:29 pm

Please count me in.

Thanks.
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interested

Postby kenmarx2 » Mon Dec 27, 2010 12:17 pm

very interested in attending
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Postby Wagnerjb » Mon Dec 27, 2010 3:11 pm

natureexplorer wrote:Great! January 15, 2011, at 2:00 pm it is.

Everyone interested, mark you calendars:
Date: Saturday, January 15, 2011
Time: 2:00 pm
Location: To Be PM'ed, Houston, TX

If you are planning to attend, please post in this thread, so we know what number of people we can expect.

Anyone got any ideas for a good place to have this?


I will be there.
Andy
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New Rydex funds

Postby Mazz » Mon Dec 27, 2010 7:40 pm

Rick,

Do you have an opinion on the new equal weighted sector / equal weighted position Rydex Funds?

I have been doing equal weighted sectors for years using Sector Spiders, but these new equal weighted sectors funds from Rydex look very appealing.

Here is the tickers for a most of them:

Rydex S&P Equal Weight Consumer Discretionary ETF - RCD
Rydex S&P Equal Weight Consumer Staples ETF - RHS
Rydex S&P Equal Weight Energy ETF - RYE
Rydex S&P Equal Weight Financial ETF – RYF
Rydex S&P Equal Weight Health Care ETF - RYH
Rydex S&P Equal Weight Industrials ETF - RGI
Rydex S&P Equal Weight Materials ETF - RTM
Rydex S&P Equal Weight Technology ETF – RYT
Rydex S&P Equal Weight Utilities ETF - RYU

The equal sectors/ equal positions funds are:
Rydex Russell 1000® Equal Weight ETF - EWRI
Rydex Russell 2000® Equal Weight ETF - EWRS
Rydex Russell Midcap® Equal Weight ETF - EWRM
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Postby tdhg566 » Mon Dec 27, 2010 8:48 pm

I'm interested in attending
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Re: New Rydex funds

Postby Mel Lindauer » Mon Dec 27, 2010 9:55 pm

Mazz wrote:Rick,

Do you have an opinion on the new equal weighted sector / equal weighted position Rydex Funds?

I have been doing equal weighted sectors for years using Sector Spiders, but these new equal weighted sectors funds from Rydex look very appealing.

Here is the tickers for a most of them:

Rydex S&P Equal Weight Consumer Discretionary ETF - RCD
Rydex S&P Equal Weight Consumer Staples ETF - RHS
Rydex S&P Equal Weight Energy ETF - RYE
Rydex S&P Equal Weight Financial ETF – RYF
Rydex S&P Equal Weight Health Care ETF - RYH
Rydex S&P Equal Weight Industrials ETF - RGI
Rydex S&P Equal Weight Materials ETF - RTM
Rydex S&P Equal Weight Technology ETF – RYT
Rydex S&P Equal Weight Utilities ETF - RYU

The equal sectors/ equal positions funds are:
Rydex Russell 1000® Equal Weight ETF - EWRI
Rydex Russell 2000® Equal Weight ETF - EWRS
Rydex Russell Midcap® Equal Weight ETF - EWRM


Hi Mazz:

This thread is about a local chapter meeting. If you have an investment question, please start another thread.
Best Regards - Mel | | Semper Fi
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Postby jasonv » Mon Dec 27, 2010 10:05 pm

I plan on being there (bringing one guest)
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Postby Abbey » Tue Dec 28, 2010 11:27 pm

natureexplorer wrote:Great! January 15, 2011, at 2:00 pm it is.

Everyone interested, mark you calendars:
Date: Saturday, January 15, 2011
Time: 2:00 pm
Location: To Be PM'ed, Houston, TX

If you are planning to attend, please post in this thread, so we know what number of people we can expect.

Anyone got any ideas for a good place to have this?


I will be there. I recently moved to Houston.
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Rick Ferri in HOUSTON on Jan 15th

Postby koorse » Wed Dec 29, 2010 9:09 pm

I would love to be there. Please advise location and time. Thanks :)
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Location suggestion for Rick Ferri meeting

Postby Abbey » Fri Dec 31, 2010 6:58 pm

The Cafe Express north of the Galleria has a couple of room-like divisions. We might be able to use one of them. No doors, but I don't think they'd charge us to use the area... just need to order some food.
The address is 1101 Uptown Park Blvd # 12, Houston - (713) 963-9222
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Postby Emelianenko » Fri Dec 31, 2010 11:41 pm

I should be able to take some time out of my busy schedule :lol: to attend.
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Attend

Postby HoustonPrince » Sun Jan 02, 2011 3:25 pm

I may be able to attend. Please PM me.
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Postby Rick Ferri » Fri Jan 07, 2011 9:46 am

Do we have a meeting place yet?

Also, I need to email one person a handout who will disseminate to the rest of the group. Who should I send it too?

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Postby natureexplorer » Fri Jan 07, 2011 10:12 am

Rick Ferri wrote:Do we have a meeting place yet?
Not yet. Suggestions are welcome.

Historically the Houston Bogleheads have met at Luby's I believe (I have never attended). Maybe the following is a good one:
Luby's Cafeteria
1743 Post Oak Boulevard
Houston, Texas 77056
http://lubys.com/en/subpages/Locations/LocationDetail.asp?ID=81

Thoughts anyone?
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Postby tdhg566 » Fri Jan 07, 2011 10:44 am

I can comment on the Luby's location. After trying many other locations, all of which were really difficult for some people to reach, or too small or whatever, the above Luby's location was recommended by a participant. It's centrally located in Houston (if there is such a thing), and was "equally difficult" for everyone to reach right after work. I don't remember it having a meeting room, like some Luby's locations do. We just pushed a couple of tables together. Since we had a small group, pretty much everyone could hear even during dinnertime.

There's another Luby's that has a meeting room. For a more formal meeting (speaker, presentation), the meeting room might be really useful. I'm pretty sure this is the contact info:

Houston #4
2730 Fondren Road
Houston , Texas 77063 USA
Phone: (713) 785-5240

It's essentially Westheimer and Fondren. We met there a few times. The meeting room is available to groups if one checks with the manager first. Again, we met there a few times but changed because this location was difficult for some people right after work. On Saturday people might have enough time to travel.
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houston meeting

Postby bnwest » Fri Jan 07, 2011 12:08 pm

I would like to attend as well.

Brian
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Postby natureexplorer » Mon Jan 10, 2011 11:08 pm

Houston Bogleheads,

I talked to the manager at the Luby's location in the Galleria area. She said Saturday is the slowest day and she will section some 20 seats off for us of. When you enter, go to the left. Supposedly kids eat for free on Saturdays, so I hope it won't be too noisy.

Date: Saturday, January 15, 2011
Time: 2:00 pm
Location:
Luby's Cafeteria
1743 Post Oak Boulevard
Houston, Texas 77056

http://lubys.com/en/subpages/Locations/LocationDetail.asp?ID=81

Also, you probably want to print out the following PDF slides that go along with his presentation:
http://www.filedropper.com/ferripassiveppt


tdhg566, thanks for contacting the other Luby's location! Since they can't give us the meeting room, I thought the Galleria area location is more centrally located.
Last edited by natureexplorer on Tue Jan 11, 2011 10:07 am, edited 4 times in total.
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Postby Allan » Tue Jan 11, 2011 6:29 am

Count me in. I am flying back from national home builders convention Saturday but should be back in time and plan to attend, unless severely delayed.

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Postby natureexplorer » Fri Jan 14, 2011 5:29 pm

See y'all tomorrow. :)

Don't forget to print out his presentation.
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Postby Wagnerjb » Fri Jan 14, 2011 7:50 pm

natureexplorer wrote:See y'all tomorrow. :)

Don't forget to print out his presentation.


Thanks, and I will see you tomorrow. However, I cannot access this presentation. It seems to want to download a program onto my computer, which isn't gonna happen. If there is another way to access the presentation please let me know. Otherwise, I will hope Rick brings a few hard copies.

Best wishes.
Andy
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Postby natureexplorer » Fri Jan 14, 2011 8:19 pm

Wagnerjb wrote:... I cannot access this presentation.
Click on the small Download button, not the big one. The big one is an ad.

If someone know a better site to upload it to, let me know.
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Postby Wagnerjb » Fri Jan 14, 2011 10:49 pm

natureexplorer wrote:
Wagnerjb wrote:... I cannot access this presentation.
Click on the small Download button, not the big one. The big one is an ad.

If someone know a better site to upload it to, let me know.


Thanks! I got it now....
Andy
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Postby Rick Ferri » Fri Jan 14, 2011 10:56 pm

I will not be providing any print copies of the presentation tomorrow. I only have the presentation on my laptop in PowerPoint.

See you tomorrow at 2 PM

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Postby Chuck » Fri Jan 14, 2011 11:35 pm

Wagnerjb wrote:The chapter is only modestly active

I would have figured it was passive.
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Postby gotherelate » Sat Jan 15, 2011 1:27 pm

Chuck wrote:
Wagnerjb wrote:The chapter is only modestly active

I would have figured it was passive.


<rimshot>
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Postby Bigfoothunter » Sat Jan 15, 2011 5:38 pm

Great 2 plus hour presentation by Rick, with full question and answer session making a strong case for index investing over active management. Thanks for this Rick and giving your time. Bigfoot
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Postby livesoft » Sat Jan 15, 2011 6:04 pm

Thanks to Rick "I hate microcaps" Ferri, I am back on the no-active-trading bandwagon.
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Postby natureexplorer » Sat Jan 15, 2011 8:01 pm

Rick, thanks! I enjoyed the presentation and the discussion.

Glad the Bogleheads behaved - probably because you brought your ladies entourage.

livesoft, does this mean you are off your worst-day strategy?

Who was the young chap who volunteered to organize the next meeting? I am all for it.
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Postby Abbey » Sat Jan 15, 2011 8:01 pm

Thank you, Rick, for your very informative presentation and discussion. Sometimes we all need to be reminded to stick with indexing.
And thanks to everyone who attended. I look forward to the next meeting of the Houston chapter.
Abbey
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Postby livesoft » Sat Jan 15, 2011 8:17 pm

natureexplorer wrote:does this mean you are off your worst-day strategy?

No, because that is not active trading. That's a rebalancing and/or TLH strategy. ;)
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Postby Bigfoothunter » Sat Jan 15, 2011 8:45 pm

I agree with keeping the group going, as it was benefical to learn from others who have experience. I thought the location was a little noisy but we had a larger group, but noticed it was substantially better later in the afternoon around 3:00 pm, so maybe that is a better time.

The question on life strategy and target retirement funds and the differences are facinating. A quick look confirms that the investments in these funds are different, with the target retirement being all index and the life strategy having the asset allocator fund in a limited percentage. The target retirement fund is closer to the formulation here for the core 3 or core 4 models.

For our next meeting, I think some discussion facilitated by members that have some specialized knowledge would be beneficial such as estate planning and insurance, and tax advantaged investing. Bigfoot
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Postby Mulligan » Sun Jan 16, 2011 9:35 am

Rick, thanks for taking time out of your weekend to give the presentation. Your book covers some topics I'm interested in learning more about.

I would be interested in another chapter meeting, as I have lots of topics and questions that are of interest to me...microcaps anyone :)

For others around the country check out this book, Rick covers some interesting market history relative to passive investing.

Luby's was OK as a location, agree with Bigfoot on his time suggestion.

Hope to see you all later this year.

Mulligan
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Postby texas_archer » Tue Mar 08, 2011 2:49 pm

Wish I would have made this. Will be at the next one.
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