Orange County AAII

Orange County Chapter
American Association of Individual Investors
AAII Orange County Chapter Logo
    
Upcoming Events
Meetings are held either in-person or virtually via the web.
In-person meetings will be noted in the announcement below. Otherwise meetings will be virtual. Meeting announcements and registration information for either format will be emailed to all OC AAII members (make sure your email is up to date to receive email announcements--login to aaii.com, click on your name in upper right hand corner, select My Account, and edit your Local Chapter email preferences).

Meetings are held at 9:00 AM Pacific time on Saturdays for about 2 hours unless otherwise noted.


2025 ---
  • July ??Stay tuned -- we're working on a July presentation!

Recap and resources for our last meeting:
     On May 10, 2025, Mr. Wade Slome, President of Sidoxia Capital Management, LLC, (Sidoxia link) presented Trump’s First 100 Days – Riding the Roller Coaster, in which he discussed --
      • Will President Trump’s tariff announcements trigger a global trade war and recession? Learn how to position your portfolio for multiple economic scenarios.

      • With all this volatility, is now the time to sell and lock in previous year gains, or is now the time to take advantage of all the uncertainty at opportunistic prices? Learn what sectors and stocks stand to gain most from all the legislative changes.

      • Artificial Intelligence (AI) has been the driving force behind the original surge in Magnificent 7 stocks. Is the swell of AI spending an overhyped wave or the beginning of a technological revolution? Learn what stocks stand to benefit from the hundreds of billions in AI expenditures.

      Mr. Slome generously agreed to share his presentation slides, which can be accessed, viewed, and saved as soon as available.

      A link to a video recording of Wade's presentation is here:  [Slome video]
      Please be aware that there is a blank leader for 30 seconds or so, after which the presentation begins.

              Click HERE for prior meetings

      In person meetings are held at:
      The Center at Founders Village
      17967 Bushard Street
      Fountain Valley CA 92708

      AAII Local Chapter Mission Statement:

      AAII local chapters, grasssroots organizations led by volunteer AAII members, allows AAII to extend its mission “person to person” to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context

      The Orange County Chapter Mission Statement:

      • Provide current information for the individual investor that can be used to improve investment decisions.
      • Deliver educational presentations to increase personal knowledge of fundamental investment principles.
      • Discuss interesting and stimulating topics for general investment/business market interest, discussion and enjoyment
      Fountain Valley Founders' Center