The AAII Southwest Florida Chapter presents...

"Building a Better Balanced Portfolio"

    Discussed by:

    Craig L. Israelsen, Ph.D.
    Associate Professor, Brigham Young University

Using historical data, this presentation examines the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). The impact of rebalancing is evaluated over multiple time periods. This presentation specifically examines the use of “alternative asset classes” in portfolio design. The 7Twelve Portfolio, a multi-asset balanced model, is introduced.

Attend This Meeting and Learn...
The historical returns of major asset classes over the past 42 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

  MEETING DETAILS
Date:
Thursday, March 22, 2012
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:00 - 8:30 p.m.    Q&A
Location:
Venice Community Center, Room F
326 Nokomis Ave.
Venice, FL
(941) 861-1380
[ Map This Location ]

Payment:
In Advance (by 3/16), AAII Members and Family, $10/person;
Nonmembers, $12/person
At the Door (space permitting), AAII Members and Family,
$15/person;
Nonmembers, $18/person
No Refunds
[ Click here for the March 22, 2012 Meeting Announcement ]

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