The website of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)
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Welcome to the Home Page of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)

How to receive notices about our local activities:
Write to AAIIrochester@Gmail.com

AAII Rochester, New York Board Members
President Paul Gorman 585-381-5476 
Secretary Open This could be You!
Treasurer Laurence Dunham 585-586-6029
Program Chair Rowland Billy● 585-654-9258
Facilities Chair Jim Patterson jpatterson007@icloud.com
Webmaster Brett Templar


Breakfast Club SIG Jeff Fraser 585-482-3654 
Financial Planning SIG Diep Chu


Program Coordinator Laurence Dunham 585-586-6029
Program Coordinator Nick Chloros nick.chloros@gmail.com
Registrar Anthony Gingello 585-225-9131 
Historian Jeff Fraser 585-482-3654
●Past presidents

A new article from head quarters is here for your reading pleasure "Learning From the Mistakes Made by Legendary Investors" written by Michael Batnick. Batnick is director of research at Ritholtz Wealth Management and author of "Big Mistakes: The Best Investors and Their Worst Investments" (Bloomberg Press, 2018).

Article Highlights

  • Investors-including those who are legendary-make mistakes caused by behavioral follies. Even being aware of biases does not counter their effects.
  • Data on the performance of individual stocks and mutual fund managers show how hard it is to pick a winner. Even long-term winners incur significant drops.
  • Expecting the future to look like the past, overconfidence, thinking success in one area translates to success in another and not appreciating the importance of humility are among the 10 common mistakes investors make.

A great article to share!

Article link: http://www.aaii.com/files/chapters/AAIIJournal_Oct 2018-Batnick-sendJuly2019.pdf 

We hope you enjoy this article. The Management…..

What you might have missed:

1.      On the Breakfast Club page there are links to the last Meeting Minutes, almost current Portfolio’s as well as some of the discussions that took place.


2.      Jim P developed a Guru’s Investing comparison chart with data from the AAII website. Interesting info. Grab a copy off the Breakfast Club Discussion page on the Current Discussion link.


3.      Porto 33 has been formally put to bed with Marvin H as the winner with CV Sciences and second place goes to Dawn C with Shopify.


4.      Portfolio 34 started in Jan 2019 has at its top: Jim P with ROKU up 170% then Thomas R with Innovative Industrial Properties up nicely at 101%. 


5.      Porto 35 has begun with Stephen C in solid command with Beyond Meat (BYND) at over 36% and Jim P with Pay Segura Digital (PAGS) coming it a 8%.


6.      On the Strategery Links page, there is a link to the Chaikin Analytics Blog. The blog post is about “Gaining exposure to the Blockchain”. Very interesting.


Also, check out the Chaikin Analytics Blog posting...some good stuff...


The Mission of the AAII Rochester Website is to:

Use the internet to provide effective knowledge about investing
Use the Internet to serve AAII Rochester's existing goals and objectives
Foster a sense of community among AAII Rochester members
Promote AAII Rochester membership
Promote AAII Rochester events and programs
Facilitate communication among AAII Rochester members
Publish news and information relating to AAII Rochester
Allow online membership registration

Features of the AAII Rochester Website

Upcoming programs and events
Member news
Sharing ideas and resources
Shadow Portfolios


Due to the response from the Chaikin Analytics presentation, our club was able to secure a special price for their annual subscription. If interested, email Brett at the address above for additional information.


Special invite to the Syracuse Chapter Subgroup mtg:

Did you know that there is another AAII Subgroup just up the road in Syracuse. Anyone is invited to attend their next meeting. Not sure the topic but I am sure it will be good….

Next Meeting of the AAII Syracuse Subgroup

Thursday, June 13th, 2019

Thursday's  meeting will be held in the conference room of the Liverpool Dunkin Donuts located on Rt 379 between the Liverpool Library and Heids.


Future Meeting Date:

July 11, 2019, Thursday. Topic: TBD