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"Perhaps the smartest thing an ordinary investor can do is to engage in periodic rebalancing of a diversified portfolio."
Burton Malkiel, PhD, author A Random Walk Down Wall Street
7Twelve is a balanced global investment
strategy that uses multiple asset classes to attempt to
enhance performance and reduce risk.
TM
How to Build a Global, Balanced, Strategic Portfolio
The 7Twelve strategy is an equally-weighted diversified index-based balanced strategy. Unlike a traditional two-asset 60-40 balanced fund, the 7Twelve balanced strategy uses multiple asset classes in an effort to enhance performance and/or reduce risk. The '7' of 7Twelve represents the suggested number of asset classes to include in your portfolio. The 'Twelve' represents the 12 underlying investments.
7Twelve--Stay fully invested, not fully exposed.
TM
7Twelve Strategy
Balanced
3Twelve Total Bond Strategy
Fixed Income
7Twelve is a blueprint for financial advisors looking to build a well-diversified investment strategy with a single investment.
3Twelve Total Bond may be the first strategic, passive, equally-weighted fixed income strategy.
Our 16th Anniversary!
2024
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