Learn how to build a diversified portfolio that is better equipped for higher inflation.
Inflation comes and goes. It has been very low for a number of years until 2021. Now, the specter of inflation is clear. Some asset classes thrive during inflationary periods. This course reviews U.S. inflation over the past 96 years and identifies diversified investment portfolios that have provided better 'real' performance during periods of higher inflation compared to simple stock and bond portfolios. This material will also provide detailed guidance on how to build a modern 12-asset class portfolio that has components that perform better during periods of higher inflation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Review of Inflation From 1926-2021
- Annual Inflation Rate (Based on CPI) Bar Graphs
- Annual Inflation Rate (Line Graph)
- Federal Discount Rate Superimposed on CPI Line Graph Illustrating Correlation Between CPI and Interest Rate
Review of U.S. Interest Rate and Performance of U.S. Bonds
- Bar Graph of Aggregate Bond Performance With Line Graph of Annual Interest Rate (1948-2021)
- Division of Results Into Two Groups (1948-1981 and 1982-2021)
- Review of Investment Portfolios With Varying Degrees of Diversification
Comparison of Two Portfolios Over 50-Years
- Multi-Asset Portfolio vs. 2-Asset Portfolio
- Performance Review by Specific Asset Class (Gross and Inflation-Adjusted)
- Performance Review by Portfolio Type
Asset Class and Portfolio Performance During High and Low Inflation
- Review of Gross and Real Performance Over Past 50 Years
- Performance Review by Asset Class and Type of Portfolio
- Analysis of Portfolio Performance With and Without Commodities, Listing of Commodities Funds
Introduction to 7Twelve®, a Broadly Diversified Modern Portfolio
- Performance Evaluation of the 7Twelve Model® Over the Past 20 Years
- Low-Cost Versions of the 7Twelve® Model
- Review of Asset Class Performance 'Horse Race' Over the Past 20 Years
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 8, 2022.
Call 1-866-352-9540 for further credit information.
- AR CLE
- This course has been approved for 0.0 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.0
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.0
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- GA CLE 1.0
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours.
- MO CLE 1.3
- This course qualifies for self-study CLE credit in Missouri.
- NH MCLE 1.2
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 70 Minutes.
- NV CLE 1.0
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours.
- RI CLE 1.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
- VT CLE 1.0
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Craig L. Israelsen, Ph.D.
7Twelve (TM) Portfolio
- Developer of the 7Twelve® portfolio
- Executive-in-Residence, Financial Planning Program, Utah Valley University
- Wrote monthly for Financial Planning Magazine for over 20 years
- Author of several books
- Previously on the faculty at University of Missouri (1991-2014) and Brigham Young University (2004-2013)
- Has published dozens of journal articles and hundreds of professional articles
- •Can be contacted at [email protected] or 801-489-4711
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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