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7Twelve® Core Portfolio

12.7%
3.4%
0.3%

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
12.7%
3.4%
0.3%
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Motif Index 1 YR Return
7Twelve® Core Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
25.5% US Stocks 22.6%
8.6% Vanguard S&P 500 Etf VOO 26.1%
8.5% 8xxxxxxx 8xx 8xx 8xx 8x 88.8%
8.4% 8xxxxxxx 8xxxxxxxx 8xx 8x 88.8%
17.7% Non-US Stocks 33.4%
9.1% Vanguard MSCI Emerging Markets ETF VWO 37.1%
8.6% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxxxx 8xx 8xx 88.8%
17.2% Resources 6.6%
8.8% iShares S&P North America Natural Resources ETF IGE 5.6%
8.4% 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxxxxxxx 8xxx 8xx 88.8%
16.1% US Bonds 2.3%
8.1% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%
8.0% 8xxxxxxx 8xxxx 8xxx 8xxxxx 8xx 8xx 88.8%
8.1% Cash 0.7%
8.1% 8xxxxxx 8xxxxxxx 8xxxx 8xxxxxxx 8xxx 8xx 8xx 88.8%
8.0% Non-US Bonds 2.8%
8.0% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxx 8xxxx 8xxx 88.8%
7.5% Real Estate 0.5%
7.5% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%

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