A powerful, easy-to-use new asset allocation strategy 7Twelve provides a time-tested recipe for building a diversified, multi-asset investment portfolio with twelve low-cost mutual funds. Author Craig Israelsen keeps it simple with easy-to-understand explanations and illustrative graphs throughout the text as he shows you how to create a balanced portfolio utilizing multiple asset classes to enhance performance and reduce risk. His approach has generated stellar returns over the last ten years—and you can have similar success using major mutual fund companies and ETFs.
In straightforward, clear language, Israelsen tells you how to build your 7Twelve portfolio with 7 core asset classes and twelve specific mutual funds or exchange traded funds. He also shows you how to use the 7Twelve portfolio as either a pre-retirement accumulation portfolio or a post-retirement distribution portfolio.
If you want to build a balanced, multi-asset portfolio that can help you grow your money as well as protect it, 7Twelve is the recipe you need.
"People who panic during an economic crisis don't have a sound investment plan. Craig Israelsen provides a sensible plan that really works!"
—Richard Ferri, CFA, founder, Portfolio Solutions, LLC, and author of The ETF Book: All You Need to Know About Exchange-Traded Funds
"When Craig Israelsen speaks, I always pay attention. Here, he tackles—and answers—the pre-retiree's and retiree's most important question: How do I make my money last for life?"
—Jane Bryant Quinn, author of Making the Most of Your Money NOW
"You can never be sure how the markets will perform. But you can manage risk. Don't know where to start? Let Craig Israelsen be your guide."
—Jonathan Clements, author of The Little Book of Main Street Money
