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
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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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  SUBGROUPS

Subgroup meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Subgroups

Options SIG

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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