Explore four diverse methods for selecting, managing and selling shares. There is no single ‘right way’ to invest and this seminar will emphasise the importance of a share investment strategy. It will help you select or refine one that suits your resources and commitment. 

As spaces are limited, we encourage you to book early to avoid disappointment.
 

Registration / Program / Speakers / Further details


Registration

  ASA Member Non-Member
Early bird until 3 Aug $150 $170
Standard after 3 Aug $170 $190
 

 

Program

Times Topics

9.00am - 9.10am

Introduction & Welcome

9.10am - 10.00am

Selecting your strategy 
Bill Dodd, ASA Member

Before exploring approaches to share investing, Bill will outline why it is important to find a strategy to suit your personality, your lifestyle and financial needs. Are you investing for the long-term? Do you require an ongoing cash-flow? What level of risk are you prepared to take? As you progress on your investing journey you will, through trial and error, refine your strategy. Bill will outline how to document your strategy and monitor it to check it against expectations.

10.00am - 10.30am

Morning tea

10.30am - 11.30am

Constructing a portfolio using fundamental analysis
Elio D'Amato, Lincoln Indicators

Renowned by long-term investors, fundamental analysis provides investors with the comfort of knowing the intrinsic value of a share. Elio will outline the pros and cons and the type of investor this approach would suit. He will detail how to construct a long-term diversified portfolio and how to benchmark to the All Ordinaries Accumulation Index. Whether investing for growth or income, Elio will outline how to apply sound fundamental analysis principles to your share selection.

11.30am - 12.30pm

Trading and technical analysis
Alan Hull, Author

What type of person do you need to be to spend your day trading? How much time and what resources should you dedicate? How do you go about documenting and testing your system? What amount should you start off with? How many shares should you invest in? Do traders make money? Alan will address these and all facets of what it takes to be a trader using technical analysis to choose your buy and sell triggers.

12.30pm - 1.15pm

Lunch

1.15pm - 2.45pm

Combining fundamental and technical analysis
Alan Hull, Author

Markets are efficient in adapting and foreseeing the near future. It was the original discovery by Charles Dow as markets foresaw economic turns well in advance. Often the technical observation of price can precede these large fundamental moves. The challenge for every market investor and trader is to take the fundamental analysis and ask does technical analysis support the investor’s view. Alan will outline the key fundamentals and trends to use to help you refine this strategy to suit your time, your investment horizon and resources available.

2.45pm - 3.15pm Afternoon tea

3.15pm - 4.15pm

The passive approach to share investing
Daryl Wilson, Affluence Funds Management

The stress and time of the research required to select individual stocks is daunting for many. This session will look at how to access the expertise of others without the need for a financial planner. Daryl will show you how you can achieve diversification, using index funds, ETFs or LICs. You have the benefit of having professionals manage your money but still have exposure to the underlying investments. As with any approach there are pros and cons. Daryl will outline these and explain how to determine which products best suit your investing needs.

 

Speakers

Bill Dodd
Bill Dod, ASA Member

Bill Dodd is a retired academic. He has been a private investor/ trader for more than 20 years. His analytical approach allowed him to emerge unscathed from the 2008 bear market but he was concerned at the significant financial losses incurred by his friends and relatives. As a result, Bill developed education courses for investors.

Elio D'Amato
Elio D'Amato, Lincoln Indicators

With a research career extending 15 years Elio D’Amato plays an integral role in both business and product development of the Stock Doctor platform. He is Lincoln’s chief educator and key media spokesman and regularly appears on ABC and Sky Business networks, radio and in the press.

Alan Hull
Alan Hull, Author

Alan Hull is a well-known leading expert on the Australian stockmarket and the best-selling author of ‘Invest My Way’, ‘Trade My Way’ and 'Active Investing', all by Wrightbooks. Alan specializes in technical trading and is the creator of the Hull moving average, which is used extensively by traders and chartists around the world.

Daryl Wilson
Daryl Wilson, Affluence Funds Management

Daryl Wilson is CEO of Affluence Funds Management and has over 25 years’ experience in finance and investing. Daryl believes in “investing differently”. This means being contrarian, patient, value-focused and properly diversified. At Affluence, Daryl leads a small and passionate team.

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Further details

Refreshments
Lunch, along with morning and afternoon teas are included
Speaker presentations
There will be NO printed speaker notes provided on the day. All delegates will be sent an outline link to the speaker presentations in PDF format 3 days prior to the event.
Refunds and cancellations
A full refund will be provided for all cancellations one week prior to the seminar. No refunds will be made within one week of the seminar. We are happy to accept a substitution within one day of the seminar.
Program amendments
Whilst every effort will be made to keep presentations as outlined, the Australian Shareholders' Association and the presenters, reserve the right to make any necessary amendments to the program. 

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