|7Twelve's Annual Conference: Building An Investment Portfolio Is Like Making Salsa -- Diverse Ingredients Make It Right|
|Friday, October 05, 2012 22:24|
Building an investment portfolio is a lot like making salsa. Great salsa is all about diversification. Only by adding diverse ingredients can you get it right. While there are some ingredients in salsa you would never want to eat individually, like Tabasco sauce and hot peppers, salsa tastes flat without them.
Investment portfolios, too, should include a wide variety of diverse ingredients or “assets." Mutual funds that invest in US stocks are a core ingredient for a portfolio, analogous to tomatoes in salsa. But US stocks are only one asset class. More asset classes are needed. We need non-US stock. But, even after adding non-US stock, our portfolio still only has “stock” ingredients. We need diversifying ingredients such as bonds, real estate and commodities.
Each investment asset adds an important dimension to the portfolio because each asset behaves differently. This diversity is vitally important in salsa … and in portfolios.
If you want to learn about how to build widely diversified portfolios that have outperformed broad stock indexes over the long haul, this is a good conference for you.
Register and pay by contacting Craig Israelsen at craig(at)7TwelvePortfolio.com
Thursday October 18, 2012
1:00 – 3:30 7Twelve overview and training by Craig Israelsen
Please bring your laptop computer. We will be using Excel.
4:00 – 5:30 John Lunt, President of Lunt Capital Management (Salt Lake City, Utah)
John will discuss the strategic and tactical 7Twelve SMA and CIF
Dinner on your own or in groups
Friday October 19, 2012
8:00 – 8:45 Ad hoc breakfast groups at the Hampton Inn
9:00 – 10:00 Greg Moerchen, Owner of Qualified Plan in a Box
Greg will discuss 7Twelve applications in the qualified plan market
10:15 – 11:15 Eddie Lund, VP Business Development, Gemini Fund Services
Eddie will discuss the 7Twelve fund
11:45 – 12:45 Lunch – Hosted by PowerShares
12:15 – 12:45 PowerShares representative
12:45 – 1:00 Closing remarks -- Craig Israelsen
Conference location: Hampton Inn & Suites – Salt Lake City Airport
307 North Admiral Byrd Road
Salt Lake City, Utah 801-519-6504
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