Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC


Computerized Investing Special Interest Group

4th Saturday of each month (except August & December)
Great Falls Library (see directions)
9830 Georgetown Pike, Great Falls, VA , 22066-2634
Ron Spieker tip001@verizon.net or 703-­671-1346
Vas Madhava vas@pobox.com
CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years
Recent: 2014   2013   2012   2011   2010

CI SIG Coming Events

No meeting in August

◊ ◊ ◊ ◊ ◊
Date: Saturday, September 27, 2014
Time: 10:15 a.m. to 12:45 p.m.
Carl Perthel, CMT, Portfolio Manager AAMG
Buy in May and Go Away… Still Relevant?
Note: Special location - Great Falls Library (see map)
9830 Georgetown Pike, Great Falls, VA , 22066-2634


Carl will provide a follow-up presentation to his February presentation to the CISIG by reviewing the history of "Buy in May and Go Away," while discussing industry views from proponents and nay-Sayers regarding this topic. He will review statistical evidence through 2014, comparing "buy and hold" with "Sell In May," so CISIG members may draw their own conclusions regarding this controversial maxim. In his presentation, Carl will also examine the Presidential Cycle and its possible implications during the 2014 "Sell in May" time frame and why 2014 may be the most important year to recognize "Sell In May." Further, Carl will present an optimized version of Sell In May that may enhance portfolio returns.

Carl Perthel, CMT has served as Portfolio Manager for American Asset Management Group, Inc.("AAMG") since 2001 www.aamg.com . He lends his considerable expertise to AAMG in the areas of Sector, Industry Group and Inter-market Analysis. Carl is the author of AAMG's STARS Methodology, an enhanced method of portfolio evaluation.

Mr. Perthel began his career in 1987 with Merrill Lynch & Co. and has served as a Registered Representative with First American National Securities, specializing in the mutual fund industry. In 1994, Mr. Perthel served as an Equity Analyst with a private investment firm, later becoming an Associate Portfolio Manager.

Maryland Investment Special Interest Group

Third Wednesday of each month (except where noted)
Bethesda Library
7400 Arlington Road
Bethesda, MD 20814 (see
7:30 p.m. to 10:00 p.m.
Andy Thompson e-mail
Ferd Hassler e-mail
Sondra Katz e-mail
To join the mailing list, send an email to Sondra Katz

MISIG Coming Events

No meeting in August

◊ ◊ ◊ ◊ ◊
Date: September 17, 2014
There will be a speaker from Investors Business Daily
◊ ◊ ◊ ◊ ◊
Date: October 15, 2014
Paul Sexton, broker, Edward Jones brokerage
Alternative Investments
◊ ◊ ◊ ◊ ◊
Date: November 20, 2014 (third Thursday)
Doug Wolford, president, Convergent Wealth Advisors
What to Look For in an Advisor
◊ ◊ ◊ ◊ ◊
No Meeting in December

Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Helen Kirkpatrick
  • Vas Madhava
  • Ron Spieker
  • Kenneth Williams

Contact Information

General Information
Questions about registration

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

Links to
AAII National