7Twelve Portfolio

7Twelve: The "Core" of Core-and-Explore

  The 7TwelveTM Balanced Strategy:    The Core of “Core and Explore”          Craig L. Israelsen, Ph.D.   www.7TwelvePortfolio.com January 2013   Let’s consider several blueprints or models for the core holding in a portfolio.  A common core portfolio holding for younger investors might be a mutual fund or ETF that mimics a well accepted equity market index, such as the S&P 500 Index or the Russell 1000 Index.  Index funds and ETFs that mimic these particular indexes are plentiful.  Ano

Quarterly Asset Allocation Slide Shows Featuring Research By Prof. Craig Israelsen

Craig L. Israelsen, Ph.D., one of the nation’s foremost academics in the field of indexes and passive investing, has teamed up with Advisor Products and Advisors4Advisors to provide timely slide shows about managing assets prudently in broadly diversified portfolios.   Financial advisors adhering to Modern Portfolio Theory and designing broadly diversified portfolios based on strategic asset allocation can use Prof. Israelsen’s quarterly slide presentations to explain timely investment topics to clients in client newsletters, websites, blogs, slide shows, and client m