Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
7Twelve Portfolio
Details
The 7Twelve Portfolio was developed by Craig Israelson and profiled in his book 7Twelve: A Diversified Invest Porfolio with a Plan.
The name comes from the portfolio investing in 12 different funds from 7 different asset categories: domestic equities, international equities, domestic bonds, international bonds, cash, real estate, and resources.
The portfolio holds 42% in equities, 25% in bonds, 25% in alternatives, and 8% in cash.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
6.89%
Sharpe Ratio
0.50
10 Year Annual Return
4.8%
Volatility (annualized)
10.0%
Max Drawdown
-36.5%
Positive Periods
65.9%
Dot Com Annual Return
1.2%
Great Financial Crisis Return
1.2%
Trade Frequency
Static
Ulcer Performance Index
0.8
How to Invest in the 7Twelve Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
