APPENDIX D – THE 7TWELVE PORTFOLIO

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy.

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The 7Twelve allocation was proposed by Craig Israelsen in 2008.  Craig is the author of three books and is a principal at Target Dale Analytics.

7Twelve is one of the more consistent portfolios, having made positive real returns in every decade.

 

FIGURE 53 – 7Twelve Portfolio 

q

Source: 7Twelve Website, 2008

 

Figure 54 – Asset Class Returns, 1973-2013

 

 

 b

 

a

Source: Global Financial Data