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Upcoming Chapter Meeting: AAII Boston


Date: Tuesday, May 13, 2014
Topic: Building a Multi-Asset, Low-Correlation Portfolio
Speaker: Craig L. Israelsen, Ph.D., Associate Professor, Utah Valley University; Creator, 7Twelve Portfolio

In this presentation, Craig Israelsen will look at historical data to examine 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 adjustments and rebalancing will also be evaluated over multiple time periods. Additionally, Israelsen will examine the pros and cons of utilizing alternative asset classes in portfolio design and give an overview of his 7Twelve Portfolio multi-asset balanced model. After the event, he will participate in a Q&A session and sign copies of his book.

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