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


"Building a Multi-Asset, Low-Correlation 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 pre-retirement build-up phase and the post-retirement draw-down phase. The impact of rebalancing is evaluated over multiple time periods. This presentation specifically examines the use of “alternative asset classes” in portfolio design. Israelsen also introduces his 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

  MEETING DETAILS
Date:
Saturday, October 19, 2013
Time:
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m. to 11:30 a.m.    Program
Location:
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
703/521-1900
[ Map This Location ]

Pay Online »
Payment:
Advance Registration (before 10/16), $28/person
Late Registration (after 10/15), $33/person
Walk-In (At the Door) Registration (Space Permitting), $38/person
We encourage everyone to register online for meetings and pay related fees via our local website at

http://www.aaiidcmetro.com

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  SUBGROUPS

Subgroups
Computerized Investing Special Interest Group (CISIG)
In October, 10:00 a.m. to 1:00 p.m. at the John Marshall Library; 6209 Rose Hill Drive; Alexandria, VA 22310.
The CISIG generally meets on the fourth Saturday of the month. For the current Virginia location and additional information, go to www.aaiidcmetro.com. If you have a question, you may contact Bob Bigrigg at clarkgib@yahoo.com or Vas Madhava at vas@pobox.com.

Maryland Investment Special Interest Group (MISIG)
Location: Bethesda Library, 7400 Arlington Road, Bethesda, MD 29814

The MISIG generally meets on the third Wednesday of each month. For more information, go to www.aaiidcmetro.com. If you have a question, you may contact Sondra Katz at sondrakatz@yahoo.com or Ferd Hassler at fhassler@aol.com.

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