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The AAII Houston Chapter presents...


"Building a Multi-Asset Low-Correlation Portfolio"

    Discussed by:

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

Using historical data, Israelsen 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 presentation evaluates the impact of rebalancing over multiple time periods and specifically examines the use of “alternative asset classes” in portfolio design. Israelsen also introduces the 7Twelve Portfolio, a multi-asset balanced model.

Attend This Meeting and Learn...
The historical returns of major asset classes over the past 43 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:
Tuesday, September 10, 2013
Time:
6:30 p.m.    Registration/Social/Refreshments
7:00 p.m.    Program
8:00 p.m.    Q&A
Location:
Sosa Community Center
1414 Wirt Road
Houston, TX 77055
713/956-0881
[ Map This Location ]
Payment:
In Advance (by 9/6)
AAII Member and Family, $15/person; Nonmembers, $20/person
PayPal link:

http://tinyurl.com/6n9km8k

No Refunds

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Contact: Rohit Millstein, rohitmillstein@yahoo.com
Meetings are held on the first Tuesday of the month at the Sosa Center (1414 Wirth Rd., Houston, 77055) at 6:30 p.m. Beginners are encouraged to contact Rohit to organize special sessions. Meeting dates for 2013 are October 1 and November 15, 2013.

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