November 2020 Chapter Meeting (Webinar)

Building a Better-Balanced Portfolio

Craig Israelsen, Founder, 7Twelve Portfolio
Books Written:  7Twelve: A Diversified Investment Portfolio with a Plan (John Wiley, 2010), The Thrifty Investor (McGraw-Hill,

Craig L. Israelsen, Ph.D., spent nearly 30 years teaching family finance at the university level (14 years at the University of Missouri-Columbia and nine years at Brigham Young University). Israelsen now teaches at Utah Valley University. He writes monthly for Financial Planning Magazine and is the designer of the 7Twelve Portfolio ( Israelsen’s research has been cited in the Christian Science Monitor, The Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine and Bottom Line Personal.

Using historical data, this presentation examines the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). The impact of rebalancing is evaluated over multiple time periods. This presentation specifically examines the use of “alternative asset classes” in portfolio design. The 7Twelve Portfolio, a multi-asset balanced model, is introduced. 

Attend this meeting to learn:

  1. Potential growth and loss potential of various portfolios in the buildup and draw-down years.
  2. Learn the 7-Twelve Portfolio and the impact of rebalancing over multiple time periods.
  3. Examine the use of alternative asset classes in portfolio design. instructions will be added here when available before the meeting.
In general you have to register beforehand to get the actual access info, which arrives by email after you register.

Speaker Slides –> Click Here
Webinar Video –> Click Here
YouTube Video –> Click Here

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