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Publisher's Summary

A proven way to put together a portfolio that enhances performance and reduces risk.

Professor Craig Israelsen of Brigham Young University is an important voice in the area of asset allocation. The reason? He keeps things simple. Now, in 7Twelve, he shows you how to do the same, and demonstrates how his approach to investing can help you grow your money as well as protect it. 7Twelve outlines a multiasset balanced portfolio that is a logical starting point when assembling a portfolio - either as the blueprint for the entire portfolio or as a significant building block. He will show you how to create a balanced portfolio utilizing multiple asset classes to enhance performance and reduce risk.

7Twelve:

  • Discusses how the 7Twelve
  • portfolio includes seven core asset classes and utilizes twelve specific mutual funds or exchange traded funds
  • Details the tax efficiency of this specific investment approach
  • Shows you how to use the 7Twelve portfolio as a pre-retirement accumulation portfolio or a post-retirement distribution portfolio.

If you want to build a well-balanced, multi-asset portfolio, 7Twelve is the book for you.

PLEASE NOTE: When you purchase this title, the accompanying reference material will be available in your My Library section along with the audio.

©2010 Craig L. Israelsen (P)2012 Audible, Inc.

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