50-Year Statistical History Of A Diversified Portfolio; Craig Israelsen’s Portfolio Design CE Course, January 2024

Fifty years of statistical history of a classically diversified portfolio are examined by Craig Israelsen, Ph.D., who’s researched, written, and taught about implementing modern portfolio theory for over three decades.

In this annually updated class about how key components of a core portfolio behave, participants learn about risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well as real estate, commodities, bonds, and T-Bills.

Performance characteristics of a variety of asset allocation schemes using the seven assets are back-tested and discussed, highlighting how modern portfolio theory works at poignant moments in financial history.

You learn about:

• Standard deviations of the asset classes
• High-, moderate-, and low-risk portfolios over the past 50 years quantified
• Rolling correlations of asset classes
• Behavior of portfolios in accumulation versus decumulation modes
• Illustrating retirement portfolio results more realistically by reflecting cash flows
• What to do about bonds

Learning objectives of this monthly course, include:

• the importance of including diverse asset classes in portfolio construction
• how to manage a broad group of asset classes
• low-expense portfolios using multiple ETFs or funds
• how to illustrate key portfolio management concepts to clients
• return and risk statistics of a core portfolio invested for the long run

Who should attend:
• Investment Advisors
• Financial Planners
• Wealth Managers
• Financial Analysts
• Securities and Research Analysts
• Institutional Investment Plan Trustees
• Institutional Investment Consultants

Craig Israelsen, Ph.D. , has taught classes to candidates for the CFA-charter and about family financial management, at the graduate and undergraduate level, at universities for three decades. His course on A4A since 2009 is best-suited to professional fiduciaries seeking to minimize investment expenses on a broadly diversified portfolio core.

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