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

51-Year Asset Class History Class Draws Top Ratings & Reviews From Advisors

Craig Israelsen’s review of 51 years of performance – return, risk and correlations -- of seven asset classes received a 9.7 out of 10 rating. Considering the broad sweep and historic scope of this class, the ratings and reviews by advisors who attended the live CP- credit class are strong evidence of the value of an A4A membership.

A4A is a member sponsored news feed for financial professionals in a format enabling 24/7 replays and CE-credit. Paying a low monthly fee for CE content instead of selling your attention to product sponsors, ensures classes are objective and just not advertising disguised as professional educatio. That’s very different from sponsored CE content choices widely available.

Craig, along with Bob Keebler and Fritz Meyer, form the core curriculum a practitioner needs. Their monthly classes ensures you are not distracted by the latest fads and marketing spin. It makes it easier for CFA®, CFP®, CIMA®, CPA, CPA/PFS® professionals to stay focused on the knowledge and thought leaders that have withstood the test of time.

• Excellent
• High-end, per usual
• Liked that he used less slides than normal. It was easier to follow vs 100 slides and hour.
• Excellent content and educator skills. Love the visuals too!.
• Great as always
• Nice job once again today, Craig. The historical record of the 7/12 portfolio is very compelling, particularly when weighted against the risk and reward balance in a portfolio. It is true that clients are apt to chase performance from year to year, which makes convincing them of the importance of diversification all the more difficult. Craig's data shows clear evidence that the discipline required to maintain full diversification is something that pays off over the long term.
• Excellent and thorough
• Very good. I appreciate the several good quotes; team player, salsa, comparison suicide, etc... As I usually say, Craig rocks. So do you Andy. Thank you.,
• Craig does a great job. However, if the webinar is advertised as a 1 hour webinar, then you need to keep it to an hour, not an hour and 22 minutes.
• It was good. Provided info to help communicate ideas of a diversified portfolio to our clients
• Excellent
• Excellent
• Excellent as always.
• Excellent, as usual.
• A recent article in the WSJ mentioned that William Bengen said a 4.5% withdrawal rate may be realistic as compared to his original 4% conclusion. I would like your thoughts, especially since your recent webinar assumed 4%. What would it look like at 4.5%?
• I will buy the slides as this is the perfect webinar to existing clients and future ones.
• Very informative.
• We obviously needed more time for this, including the discussion.
• I learn something every time Craig presents.
• Great as always
• Very valuable! Gave me a much clearer understanding of standard deviation/risk/volatility as it relates to the mutual funds that I use for my clients.
• Great!
• Excellent as usual from Craig.
• Good
• Great content
• Always great.
• comfortable pace of delivery - provided good useful information
• Only caught the last 60%, but clearly, Craig presents well. He is also persistent in his portfolio approach, which I appreciate, although I personally do some strategic sector rotation.
• Good however i am personally uncomfortable with the forward looking Bond returns we will see losses during the clime
• I like Craig approach to investment discussions. Is there a way or some place to go to get returns & Standard deviations for 5, 10, 15, 20 & 25 year time periods?
• I enjoyed the webinar. It was very thoughtfully presented and not rushed, until we got to the end. I appreciated the Q&A.
• Good job. Craig always does a great job keeping things in perspective.
 

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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This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, and live CPA CPE credit.