The AAII Washington D.C. Metro Chapter presents...

Building a Better Balanced Portfolio

    Discussed by:

    Craig L. Israelsen Ph.D.
    Developer, 7Twelve Portfolio

Using historical data, Professor 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-retirement). He will evaluate the impact of rebalancing over multiple time periods. He will examine the use of “alternative” asset classes in portfolio design and introduce the “7Twelve Portfolio,” a multi-asset balanced model he has developed

Attend This Meeting and Learn...
The historical 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 in comparison to single-asset investments or the standard 60/40 portfolio

Saturday, June 18, 2011
9:00 a.m.    Registration/ Social/Continental Breakfast
9:30 a.m. – 11:30 a.m.    Program
Courtyard by Marriott
4641 Kenmore Ave. (at 395 and Seminary Rd.)
Alexandria, VA 22304
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Advance Registration (before 6/15), $28/person
Late Registration (after 6/14), $33/person
Walk-In (At the Door) Registration (Space Permitting), $38/person

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