7Twelve Original Portfolio
0.03%December 30 | MyPlanIQ portfolio symbol P_20933

Craig L. Israelsen, Ph.D., is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. The Israelsen Seven Equally Weighted is aimed to protect the portfolio against losses.

The portfolio has seven different asset classes and twelve different funds. Each fund has the same weight (8.3%) so each asset class has a different weighting. 



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Rolling Returns

From 01/01/2005 to 12/30/2016, the worst annualized return of 3-year rolling returns is -6.66%.

From 01/01/2005 to 12/30/2016, the worst annualized return of 5-year rolling returns is 2.68%.

From 01/01/2005 to 12/30/2016, the worst annualized return of 10-year rolling returns is 4.84%.

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