Update on the Israelsen 7Twelve Portfolio

I have been meaning to post an update on the 7Twelve Portfolio but haven’t done so this year. Here are the latest numbers as of this morning’s prices (you can click on the graphic to view a PDF version): For those of you not familiar with the 7Twelve Portfolio, I would suggest you start here: … Continue reading Update on the Israelsen 7Twelve Portfolio

10 Questions for Craig Israelsen, Author of “7Twelve”

Below is my email interview with Craig Israelsen, professor and author of 7Twelve: A Diversified Investment Portfolio with a Plan*, a book about an interesting portfolio (explained in the interview) idea. First off, what is the 7Twelve Portfolio? The “7Twelve” is a diversified, balanced portfolio that contains 7 core asset classes and 12 underlying “sub-asset” … Continue reading 10 Questions for Craig Israelsen, Author of “7Twelve”

Israelsen Portfolio Update

Click to see larger version I just finished updating the Isrealsen Portfolio. The portfolio, which is equally-weighted among seven asset classes, is down just over 31% for the year (the S&P 500 Index is down nearly 44% YTD). It seems that no asset class escaped this downturn. I will update the portfolio as soon as … Continue reading Israelsen Portfolio Update

John Bogle: Invest in Index Funds and Diversify…

I read this NY Times article about John Bogle over the weekend. Pretty good piece. I found this part of the article interesting: …he says, long-term investors must hold stocks, because risky as the market may be, it is still likely to produce better returns than the alternatives. “Wise investors won’t try to outsmart the … Continue reading John Bogle: Invest in Index Funds and Diversify…

How to Play the Dollar’s Slide

This past weekend’s WSJ had an article outlining some things investors can do to protect themselves from a falling dollar. Here’s a quick summary of that article: • Stocks The classic stock play during periods of dollar weakness is large-cap companies that export heavily: Companies in the S&P 500 index derive nearly half of their … Continue reading How to Play the Dollar’s Slide

The 7Twelve Portfolio’s Performance for 2010

Here are the year-end returns for the 7Twelve Portfolio that was detailed in Craig Israelsen’s book, 7Twelve: A Diversified Investment Portfolio with a Plan*: As you can see, the results looks pretty good—especially when you consider the fact that one-third of the portfolio is in bonds and cash. Dr. Israelsen gives much more detailed information … Continue reading The 7Twelve Portfolio’s Performance for 2010