7TWELVE PORTFOLIO

The 7Twelve portfolio is a strategic model - meaning that it does not rely on tactical changes. The "core" 7Twelve portfolio is a broadly diversified portfolio with equal allocations to all 12 mutual funds (or ETFs) all of the time. Additionally, there are "age-based" versions of the 7Twelve model where all 12 mutual funds are utilized, but not in equal allocations... The 7 of 7Twelve represents the suggested number of asset classes to include in your portfolio. The Twelve represents the 12 separate mutual funds or exchange traded products to fully represent the 7 asset classes in your 7Twelve portfolio. Our portfolio has approximately a 65/35 allocation: approximately 65% of the portfolio is invested in equity and diversifying assets and about 35% invested in bonds and cash... 7Twelve is a multi-asset balanced portfolio developed by Craig L. Israelsen, Ph.D. in 2008. Unlike a traditional two-asset 60/40 balanced fund, the 7Twelve balanced strategy utilizes multiple asset classes to..

Primary location: Springville United States