7Twelve Portfolio

... products are sent via email in pdf format, Excel format, or PowerPoint format. ... An Excel template developed by Craig L. Israelsen that allows the user to ...
2MB Sizes 3 Downloads 198 Views
7Twelve

®

A Multi-Asset Balanced Portfolio

www.7TwelvePortfolio.com Craig L. Israelsen, Ph.D.

7Twelve® 7 Broad Asset Categories, 12 Funds

Eight Equity and Diversifying Funds

Four Fixed Income Funds

65% of Overall Portfolio Allocation

35% of Overall Portfolio Allocation

US Stock

Non-US Stock

Large US Stock

Developed Non-US Stock

Midcap US Stock

Emerging Non-US Stock

Real Estate

Real Estate

Resources

US Bonds

Natural Resources

US Bonds

Commodities

Inflation Protected Bonds

Non-US Bonds

Non-US Bonds

Cash

Cash

Small Cap US Stock

15-Year Growth of $10,000

January 1, 2002 to December 31, 2016 (assuming annual rebalancing)

100% Cash $12,257

100% Bonds $18,864

60% Stock, 40% Bonds $25,299

100% Stock $25,978

Passive ETF 7Twelve Portfolio $29,615

Performance updates for the 7Twelve are available on www.7TwelvePortfolio.com Past performance does not guarantee future performance

To purchase 7Twelve products: Please mail in the Order Form on next page or email me at: [email protected] 7Twelve products are sent via email in pdf format, Excel format, or PowerPoint format. 2017

7Twelve® 2017 Order Form Name:

______________________________________________________

Phone:

_______________________________________________________

Email:

_______________________________________________________

2017 7Twelve® Products by Craig L. Israelsen

Price

2017 7Twelve® Portfolio Big Research Report

$350 Initial Purchase ($150 if Renewal)

(60+ page pdf with fund selection guidance for a variety of 7Twelve models—designed for financial advisors)

2017 7Twelve® Portfolio Education Suite

12-month subscription to menu-driven 7Twelve powerpoint with 200+ slides (free monthly updates automatically sent for 12 months)

2017 Diversification in the New Millennium: Investment Simplicity Using Vanguard Funds 8-page research report and a 35-slide powerpoint that review four Vanguard-based portfolios—including the Vanguard 7Twelve® model.

2017 Jackson National Life Elite Access 7Twelve® 2017 Jackson National Life Perspective II 7Twelve®

(8 page pdf with specific fund selection guidance for advisors wanting to build the 7Twelve model using the Elite Access and/or Perspective II VA platform at JNL)

2017 Sammons Livewell Mutual Fund IRA 7Twelve®

(8 page pdf with specific fund selection guidance for advisors wanting to build the 7Twelve model using the Sammons Livewell Mutual Fund IRA at Sammons)

2017 Retirement Portfolio Report

(15-page detailed research report outlining the mathematics of retirement portfolio adequacy, sustainable withdraw rates, and historical performance)

$250

12-Month Subscription with monthly updates

$150

$350

Annual Renewal

$150

Education Suite

$250

New Millennium

$150

(Research report and powerpoint)

$150

Perspective II

$150

$150

Sammons Livewell

$150

$150

Retirement Report

$150

$250

Retirement Analyzer with RMD Option

$250

Vanguard

$75

Fidelity

$75

Schwab

$75

Passive ETF

$75

Active

$75

Global/E