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The AAII Sacramento Chapter presents...


"How to Build a Multi-Asset, Low-Correlation Portfolio"

    Discussed by:

    Craig L. Israelsen, Ph.D.
    Principal, Target Data Analytics; Professor, Brigham Young University

The returns of the Yale Endowment serve as a benchmark for all investors. David Swensen, the fund manager, got creative when he took the helm in the mid-1980s. He divided the portfolio into seven asset classes that have a low correlation among themselves. Unfortunately, this portfolio contained assets, such as private equity, that are not available to individual investors. Dr. Craig Israelsen has devised a portfolio that comes close to attaining Yale-like returns with his seven-asset method that uses 12 exchange-traded funds available to all investors. Using historical data, Dr. Israelsen will examine the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-sretirement). He will also evaluate the impact of rebalancing over multiple time periods. The presentation specifically examines the use of alternative asset classes in portfolio design. Dr. Israelsen has been a favorite speaker at various AAII meetings across the country in the last year. We are so lucky to have him come to Sacramento. Don’t miss the opportunity to learn from him.

Attend This Meeting and Learn...
The returns of major asset classes over the past 40 years
Strategies for portfolio rebalancing pre- and post-retirement
The value of alternative assets in a portfolio

  MEETING DETAILS
Date:
Wednesday, April 20, 2011
Time:
6:30 p.m.    Cash Bar/Discussion Groups
7:00 p.m.    Registration/Social
7:30 p.m.    Program
Location:
Dante Club
2330 Fair Oaks Blvd.
Sacramento, CA
916/925-8230
[ Map This Location ]

Payment:
In Advance (by 4/13)
AAII Member & Member’s Family,
$7/person
Nonmembers, $10/person
At the Door
(space permitting)
Everyone, $10/person
No Refunds

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