A Diversified Investment Portfolio with a Plan
Author(s): Craig L. Israelsen
Original Publish Date: Jul 02, 2010
Product Number: EB00061565
Released: Aug 19, 2013
Business Term: Purchase
ISBN: #9780470649879
Publisher: Wiley
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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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Author(s): Craig L. Israelsen
Narrator(s): Mark Ashby
Product Number Z100171578
Released: Oct 22, 2020
Business Term: Purchase
Publisher: Gildan Media, Inc
ISBN: #9781469084008