45. Craig Israelsen's 7Twelve Portfolio
Account$98,397
Return−1.60%
vs S&P 500+2.49%
Worst drop−2.75%
What it does
Seven asset classes in twelve equal slices of about 8.3%: US large, mid and small stocks, foreign and emerging, real estate, natural resources, commodities, US and foreign bonds, TIPS, cash. Mid-caps are split between large and small; foreign bonds become US bonds.
Account value
Craig Israelsen's 7Twelve PortfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 173 | $96.55 | $16,703 | 16.98% |
| BIL | 90 | $91.46 | $8,231 | 8.37% |
| DBC | 493 | $31.54 | $15,549 | 15.80% |
| EEM | 133 | $59.33 | $7,891 | 8.02% |
| EFA | 80 | $101.89 | $8,151 | 8.28% |
| IWM | 45 | $273.67 | $12,315 | 12.52% |
| SPY | 16 | $735.29 | $11,765 | 11.96% |
| TIP | 78 | $106.27 | $8,289 | 8.42% |
| VNQ | 90 | $95.73 | $8,616 | 8.76% |
| Cash | $887 | 0.90% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | DBC | 493 | $33.71 | $16,619 | $8.31 |
| 2026-10-22 | Buy | AGG | 173 | $95.69 | $16,554 | $8.28 |
| 2026-10-22 | Buy | EEM | 133 | $62.05 | $8,253 | $4.13 |
| 2026-10-22 | Buy | VNQ | 90 | $91.54 | $8,239 | $4.12 |
| 2026-10-22 | Buy | BIL | 90 | $91.61 | $8,245 | $4.12 |
| 2026-10-22 | Buy | EFA | 80 | $103.26 | $8,261 | $4.13 |
| 2026-10-22 | Buy | TIP | 78 | $105.96 | $8,265 | $4.13 |
| 2026-10-22 | Buy | IWM | 45 | $274.81 | $12,366 | $6.18 |
| 2026-10-22 | Buy | SPY | 16 | $766.37 | $12,262 | $6.13 |