The Science of Investing

In this session, Baker uses technical analysis to show you how to be an investor and not merely a speculator in the market. Using a specific approach means basing your strategies on evidence, predictability and repeatability. Baker discusses how to identify the four demensions of risk (market, company size, relative price, profitability) and integrate them together for a portfolio that has the highest probability of performing well.

Points
  • Everyone buys risk - how much RISK are you buying in your portfolio?
  • We manage markets, not stocks
  • There are two kinds of investors - long term and speculators. Which are you?
  • We use 17 different asset classes in our portfolio.
  • There are six asset classes in our Domestic portfolio - that is over 46,000 combinations. Which is the best one?

Guy E. Baker, MSFS, Ph.D., is a 50-year MDRT member with 42 Top of the Table qualifications who served as MDRT President in 2010. He added wealth management to his practice in 1992, anticipating the retirement crisis facing many families around the world. Baker has volunteered for MDRT committees and tasks forces since 1978.

If you have any questions, please contact: Steven Wang at steven.wang.jdw6@statefarm.com