7Twelve: A Diversified Investment Portfolio with a Plan
5/5
()
About this ebook
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.
Related to 7Twelve
Related ebooks
Stay Rich with a Balanced Portfolio: The Price You Pay for Peace of Mind Rating: 3 out of 5 stars3/5Advising Ultra-Affluent Clients and Family Offices Rating: 0 out of 5 stars0 ratingsThe Little Book of Safe Money: How to Conquer Killer Markets, Con Artists, and Yourself Rating: 2 out of 5 stars2/5Being Right or Making Money Rating: 4 out of 5 stars4/5Create Your Own ETF Hedge Fund: A Do-It-Yourself ETF Strategy for Private Wealth Management Rating: 0 out of 5 stars0 ratingsActive Value Investing: Making Money in Range-Bound Markets Rating: 3 out of 5 stars3/5The Elements of Investing Rating: 4 out of 5 stars4/5The ETF Book: All You Need to Know About Exchange-Traded Funds Rating: 0 out of 5 stars0 ratingsThe Hedge Funds Book: How to Invest In Hedge Funds & Earn High Rates of Returns Safely Rating: 0 out of 5 stars0 ratingsThe Large-Cap Portfolio: Value Investing and the Hidden Opportunity in Big Company Stocks Rating: 4 out of 5 stars4/5Getting Started in Shares For Dummies Rating: 4 out of 5 stars4/5Trading by Numbers: Scoring Strategies for Every Market Rating: 0 out of 5 stars0 ratingsManaged Futures for Institutional Investors: Analysis and Portfolio Construction Rating: 0 out of 5 stars0 ratingsGetting Started in Mutual Funds Rating: 0 out of 5 stars0 ratingsTaming the Lion: 100 Secret Strategies for Investing Rating: 5 out of 5 stars5/5Straying from the Flock: Travels in New Zealand Rating: 3 out of 5 stars3/5Summary of William J. Bernstein's The Intelligent Asset Allocator Rating: 0 out of 5 stars0 ratingsLow Risk Rules: A Wealth Preservation Manifesto Rating: 0 out of 5 stars0 ratingsRational Investing: The Subtleties of Asset Management Rating: 0 out of 5 stars0 ratingsGlobal tactical asset allocation Standard Requirements Rating: 0 out of 5 stars0 ratingsDelivering Alpha: Lessons from 30 Years of Outperforming Investment Benchmarks Rating: 3 out of 5 stars3/5The Seven Keys to Investing Success Rating: 0 out of 5 stars0 ratingsSummary of Jack D. Schwager's The Little Book of Market Wizards Rating: 0 out of 5 stars0 ratingsThe Wall Street Waltz: 90 Visual Perspectives, Illustrated Lessons From Financial Cycles and Trends Rating: 0 out of 5 stars0 ratingsRetire Wealthy: The Tools You Need to Help Build Lasting Wealth - on Your Own or with Your Financial Advisor Rating: 0 out of 5 stars0 ratingsTrade to Win: Proven Strategies to Make Money Rating: 0 out of 5 stars0 ratingsThe Price of Prosperity: A Realistic Appraisal of the Future of Our National Economy (Peter L. Bernstein's Finance Classics) Rating: 0 out of 5 stars0 ratings10½ Lessons from Experience: Perspectives on Fund Management Rating: 0 out of 5 stars0 ratings
Investments & Securities For You
The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5Day Trading For Dummies Rating: 3 out of 5 stars3/5How to Make Money in Stocks: A Winning System in Good Times and Bad, Fourth Edition Rating: 5 out of 5 stars5/5Stock Investing For Dummies Rating: 5 out of 5 stars5/5Girls That Invest: Your Guide to Financial Independence through Shares and Stocks Rating: 5 out of 5 stars5/5Get Rich with Dividends: A Proven System for Earning Double-Digit Returns Rating: 5 out of 5 stars5/5Real Estate by the Numbers: A Complete Reference Guide to Deal Analysis Rating: 0 out of 5 stars0 ratingsABCs of Buying Rental Property: How You Can Achieve Financial Freedom in Five Years Rating: 5 out of 5 stars5/5Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy Made Simple Rating: 5 out of 5 stars5/5How to Invest in Real Estate: The Ultimate Beginner's Guide to Getting Started Rating: 5 out of 5 stars5/5Just Keep Buying: Proven ways to save money and build your wealth Rating: 5 out of 5 stars5/5You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market P Rating: 4 out of 5 stars4/5How to Invest: Masters on the Craft Rating: 4 out of 5 stars4/5Buy Then Build: How Acquisition Entrepreneurs Outsmart the Startup Game Rating: 5 out of 5 stars5/5Long-Distance Real Estate Investing: How to Buy, Rehab, and Manage Out-of-State Rental Properties Rating: 5 out of 5 stars5/5
Reviews for 7Twelve
1 rating0 reviews