7Twelve Portfolio
« Previous EntriesHow to Play the Dollar’s Slide
Tuesday, May 3rd, 2011This 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 [...]
Update on the Israelsen 7Twelve Portfolio
Thursday, April 21st, 2011I 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: [...]
The 7Twelve Portfolio’s Performance for 2010
Tuesday, January 4th, 2011Here 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 [...]
“7 Twelve” Portfolio October 2010 Update
Monday, November 1st, 2010Here are the total returns for the 7 Twelve Portfolio through October 2010 (Click to see a larger version): NOTES: This portfolio assumes $1,000,000 initial investment with a 5% income withdrawal on December 31, 2009 for a net investment of $950,000. The portfolio also does not include trading costs. The Vanguard REIT Index ETF is [...]
Dollar Cost Averaging Over the Last 19 Years (The Importance of Rebalancing)
Wednesday, October 20th, 2010This is a continuation of yesterday’s post. I ran the numbers under the following two scenarios: • $500 per month with no rebalancing. • $500 per month with annual rebalancing. Here are what the numbers look like: I have to say that this one surprised me until I considered everything that has happened over the [...]
YTD Performance of the 7Twelve Portfolio
Monday, October 11th, 2010I spent some time over the weekend putting together a real life 7Twelve Portfolio using exchange-traded funds. Here is what I found: Not too bad for a diversified portfolio. I don’t have a lot of history for this portfolio. I’ll try to go back as far as I can using exchange-traded funds. You can view [...]
GIVEAWAY: A Copy of “7Twelve – A Diversified Investment Portfolio with a Plan”
Thursday, October 7th, 2010I’m excited about this giveaway, which is a copy of Craig Israelsen’s “7Twelve: A Diversified Investment Portfolio with a Plan.” I wrote about the book recently (here) and I posted an interview with Dr. Israelsen. I would recommend you read both posts and then, if you think you would like a chance to win a [...]
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