Investment Education Meeting 5/14

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Investment Education Club

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May 10, 2026, 7:30:42 AMMay 10
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The Investment Education Club will meet Thursday May 14th at 3 pm in the Daytona Beach Room, Sea Breeze Recreation Center. All residents and their guests are welcome. 

The presentation will be about Asset Allocation. The presentation has been posted  on our website along with a video that discusses risk. 

Trying something new, I asked Claude AI to perform an asset allocation analysis. One analysis used the BND ETF for bonds and the other used the SHY ETF for bonds. These files are also posted.


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