51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes

Craig Israelsen
01/26/21 4 PM EST
Live CPA
Program Id: 689656595

Class description for 51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes: 

2020 is history and 51 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well as real estate, commodities, bonds and T-Bills are examined. So are portfolios comprised of various blends of the assets are illustrated, highlighting the characteristics of individual assets at poignant moments over the last half century as well as:

• 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


Craig Israelsen, Ph.D., teaches on A4A monthly about low-expense investing. For three decades, Craig has helped define best practices in managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for a decade. Craig's also  taught family financial management at universitiesthree decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.

Craig's monthly A4A classes enable low-expense portfolio management in a professional practice. 

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More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
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