The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns.
Category: Investing Advice
A New Periodic Table of Performance
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Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
Summer 2017
The well-known Callan chart (Periodic Table of Investment Returns by Callan Associates) visually depicts the year-to-year performance of various asset classes and has been an incredibly value contribution to the literature of finance.
Unified Investment Account Management
Unified investment account management is extraordinarily important in order to achieve investment success.
What is Investment Account Manager?
Three Essential Points for All Investors
Leaky Pipes & Under-Performing Stocks
This article outlines the concept of relating leaky pipes to chronic under-performing stocks. Continue reading Leaky Pipes & Under-Performing Stocks
Building a Better Balanced Portfolio
Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
April 2017
It’s time for a better “balanced” portfolio. Way back when, there were two dominant investment categories (or asset classes), namely US stock and US bonds.
Millennials and Financial Literacy
Based on the results of a quiz sent out by FINRA, Millennials are significantly less financially literate than preceding generations. When asked five questions about economics and finance, only 24% could answer four or five questions correctly, compared to 38% of Generation Xers (see graph). Continue reading Millennials and Financial Literacy
The Role of Fixed-Income Investments and Portfolio Allocation
With the prospects of rising interest rates, investors may be re-thinking the role and purpose of fixed-income (bonds) investments within their investment portfolio.
Continue reading The Role of Fixed-Income Investments and Portfolio Allocation
The 7Twelve® Portfolio: An Introduction
Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
January 2017
This article introduces a multi-asset portfolio design that brings a higher standard to the notion of “diversified”.