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

Saturday, October 19, 2013
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m. to 11:30 a.m.    Program
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
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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

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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.

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 If you have a question, you may contact Bob Bigrigg at or Vas Madhava at

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 If you have a question, you may contact Sondra Katz at or Ferd Hassler at

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