50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course

Craig Israelsen
Wednesday, January 25, 2023 4PM EST
Program Id: 550730155

Fifty years of statistical history on a diversified portfolio comprised of seven asset classes are analyzed in this annually updated class about how key components of a core portfolio behave. 

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, too, are portfolios comprised of various blends of the seven assets, highlighting the individual characteristics at poignant moments in financial history, 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

Learning objectives:
• 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 L. Israelsen, Ph.D., has taught monthly on A4A for over a decade. He also contributes regularly to AAII Journal, one of the nation’s largest individual-investor-funded information resources with a history of intellectual integrity. Prof. Israelsen has taught about family financial management at universities and is currently Executive-in-Residence in the Financial Planning Program at Utah Valley University, teaching classes toward earning a CFA charter.  

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This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.

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
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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