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7Twelve – A Diversified Investment Portfolio with a Plan

Autor CL Israelsen
en Limba Engleză Hardback – 26 aug 2010
A proven way to put together a portfolio that enhances performance and reduces risk Professor 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 funds * Details the tax efficiency of this specific investment approach * Shows you how to use the 7Twelve portfolio as a pre-retirement accumulation portfolio or a post-retirement distribution portfolio If you want to build a well-balanced, multi-asset portfolio, 7Twelve is the book for you.
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Specificații

ISBN-13: 9780470605271
ISBN-10: 0470605278
Pagini: 226
Dimensiuni: 152 x 229 x 14 mm
Greutate: 0.4 kg
Editura: Wiley
Locul publicării:Hoboken, United States

Public țintă

Managers, advisors, leaders, consultants, investors, students.

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Descriere

7Twelve represents the 7 major asset classes and 12 subgroups that truly count in a well diversified portfolio. Over the last 10 years, the numbers generated by 7Twelve are nothing less than stellar-and you can do similarly using major mutual fund companies and ETFs by spending a fraction of time each month or each quarter to rebalance.