7Twelve: A Diversified Investment Portfolio with a Plan

7Twelve: A Diversified Investment Portfolio with a Plan

Description

A proven way to put together a portfolio that enhances performance and reduces riskProfessor Craig Israelsen of Brigham Young University is an important voice in the area of asset allocation. The reason? He keeps things simple. Now, in 7Twelve, he shows you how to do the same, and demonstrates how his approach to investing can help you grow your money as well as protect it.7Twelve outlines a multi-asset balanced portfolio that is a logical starting point when assembling a portfolio-either as the blueprint for the entire portfolio or as a significant building block. Page by page, he will show you how to create a balanced portfolio utilizing multiple asset classes to enhance performance and reduce risk.Discusses how the 7Twelve portfolio includes seven core asset classes and utilizes twelve specific mutual funds or exchange traded fundsDetails the tax efficiency of this specific investment approachShows you how to use the 7Twelve portfolio as a pre-retirement accumulation portfolio or a post-retirement distribution portfolioIf you want to build a well-balanced, multi-asset portfolio, 7Twelve is the book for you.

Details

  • Author: Craig L. Israelsen
  • Edition: 1
  • Publication Date: 2010
  • ISBN-10: 0470605278, 0470649852
  • ISBN-13: 9780470605271, 9780470649855
  • Pages: 227
  • Format: pdf
  • Size: 2.8M
Download Now