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7Twelve® Core Portfolio

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Building a portfolio is like making salsa

Great salsa is about diversification--so is a well-designed investment portfolio. The 7Twelve Core Portfolio is designed by Craig L. Israelsen, Ph.D. (Visit www.7TwelvePortfolio.com for 15-year performance information). Dr. Israelsen suggests that only by adding diverse ingredients together can we make strides toward a desired outcome. However, there are some ingredients in salsa that most of us would never want to eat individually, like hot peppers or Tabasco sauce. But, without the “hot” ingredients the salsa would be flat. Similarly, investment portfolios should include a wide variety of diverse ingredients or “assets”. ETFs that invest in US stocks are a core ingredient for a portfolio, analogous to tomatoes in salsa. But, US stocks are only one asset class. More asset classes are needed. We need non-US stocks. But, even after adding non-US stocks, the portfolio still only has “stock” ingredients. There needs to be ingredients such as bonds, REITS and commodities in an effort to help diversify the portfolio across additional asset classes. See more
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Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index 1 YR Return
7Twelve® Core Portfolio Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
24.7% US Stocks 11.0%
8.3% Vanguard S&P 500 Etf VOO 13.2%
8.2% Vanguard Mid Cap ETF VO 10.2%
8.2% Vanguard Small-Cap ETF VB 9.5%
17.1% Non-US Stocks 14.5%
16.7% US Bonds 0.2%
8.4% Vanguard Total Bond Market ETF BND 0.2%
8.3% iShares Barclays TIPS Bond ETF TIP 0.3%
16.5% Resources 7.2%
8.4% Cash 0.5%
8.4% Non-US Bonds 0.7%
8.3% Real Estate 3.6%
8.3% Vanguard REIT Index ETF VNQ 3.6%

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