Chart Index (408)

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 1 


Active Versus Passive Investing
 2 


Emotions of Active Investors
 3 


Emotions of Passive Investors
 4 


Emotions of Rebalancers
 5 


The Dalbar Study: Average Equity Fund Investor vs. Indexes
 6 


Mutual Fund Returns vs. Investor Returns
 7 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 8 


DFA Passive Funds with an Advisor vs. All No-Load Index Funds

In Articles Related to Step 1:

 9 


Fidelity Contra Fund
 10 


Fidelity® Diversified International T-Stat Analysis
 11 


Breakdown of Vanguard Advisor's Alpha
 12 


Canadian Domiciled Funds vs Benchmarks
 13 


Emerging Markets Funds vs Benchmarks
 14 


Active Funds vs Benchmarks
 15 


Domestic Active Funds vs Benchmarks
 16 


Vanguard Funds vs. Dimensional Funds in New IFA Index Portfolios
 17 


iShares ETFs vs Dimensional Funds in New IFA Index Portfolios
 18 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 19 


Average Mutual Fund vs Average Fund Investor
 20 


How Funds Can Earn Big Returns But Still Lose Money
 21 


Why Invest in a Portfolio of Index Funds?
 22 


Performance of Morgan Stanley Proprietary Funds
 23 


Active Domestic Equity Funds Performance
 24 


Histogram of S&P 500 Individual Company Returns
 25 


Histogram of S&P 500 Individual Company Returns

In Articles Related to Step 2:

 26 


The University of Chicago List
 27 


Luck vs Skill Among Mutual Fund Managers
 28 


How Do Investors in a 'Behavioral' Fund Behave?
 29 


The Ranking of the 2013 Nobel Laureates in Economics
 30 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 31 


Simulated Random Walk of Stock Prices
 32 


Emotions of Active Investors
 33 


Factors that Explain the Variation in Returns of Large Institutional Plans
 34 


The Fama and French Five Factor Model
 35 


237 Market Timing Newsletters
 36 


Large, Small, Value & Growth Indexes Around the World
 37 


Stock Picking Skill Statistically Indistinguishable from Zero
 38 


Before and After Hiring Returns of Investment Managers
 39 


Value Gained or Lost When Moving Assets From One Manager to Another
 40 


Nobel Foundation vs IFA Index Portfolios
 41 


Investment of Nobel Foundation vs IFA Index Portfolio 70
 42 


Excess Returns Over Benchmarks of Ten Active Managers
Adam SmithAdam SmithLouis BachelierLouis BachelierFrancis GaltonFrancis GaltonPaul SamuelsonPaul SamuelsonEugene FamaEugene FamaKenneth FrenchKenneth FrenchRex SinquefieldRex SinquefieldBurton MalkielBurton MalkielFriedrich von HayekFriedrich von HayekJohn BogleJohn BogleDavid BoothDavid BoothHarry MarkowitzHarry MarkowitzWilliam SharpeWilliam SharpeFrank ModiglianiFrank ModiglianiMerton MillerMerton MillerBlaise PascalBlaise PascalEdmund HalleyEdmund HalleyAlfred CowlesAlfred CowlesJames TobinJames TobinMichael JensenMichael Jensen
 43 


Legg Mason Value Trust vs. IFA Indexes and New IFA Index Portfolios
 44 


Legg Mason Value Trust vs. IFA Indexes and New IFA Index Portfolios
 45 


Legg Mason Value Trust vs. IFA Indexes and New IFA Index Portfolios
 46 


Stock Picking Skill Statistically Indistinguishable from Zero
 47 


Evidence of a Lack of Stock Picking Skill Among Fund Managers
 48 


Survivors and Winners of S&P 500 Stocks
 49 


Largest Bankruptcies
 50 


Returns of Admired Companies vs. Spurned Ones
 51 


Fortune Magazine's Ten Most Admired Companies in 2001 vs New IFA Index Portfolios
 52 


Passive Beats Active in Bonds: No Matter How You Slice It

In Articles Related to Step 3:

 53 


Number of Years Needed for a Statistical Significant Alpha
 54 


How to Calculate a t-statistic for Any Data Set
 55 


NFJ Small Cap Value A Fund's Alpha Relative to Russell 2000 Value Index
 56 


Statistical Significance of Alpha Among 207* Mutual Funds
 57 


Legg Mason Value Trust Relative to Russell 1000 Index
 58 


Yacktman Focus Fund's Alpha Relative to Russell 1000 Value Index
 59 


Yacktman Fund's Alpha Relative to Russell 1000 Value Index
 60 


Technology Stock Picker
 61 


Coins and Stocks
 62 


Short-Term Experience in Dice Rolls
 63 


Long-Term Experience in Dice Rolls
 64 


Distribution of Annual Occurences of the Stocks within the S&P 500
 65 


Distribution of S&P 500 Stocks
 66 


Distribution of S&P 500 Stocks
 67 


Distribution of S&P 500 Stocks
 68 


Distribution of Stocks* in the S&P 500 Annual Return
 69 


The Dalbar Study: Average Equity Fund Investor vs. Indexes
 70 


Luck vs Skill Among Mutual Fund Managers
 71 


Risk Factors Explain Returns in Diversified Equity Portfolios
 72 


Odds of Success
 73 


The Odds of Success Revisited
 74 


Gross and Net Annual Returns
 75 


1,446 Large Cap Blend Mutual Funds vs. the S&P 500 Index
 76 


Passive Beats Active in Equities, No Matter How You Slice It
 77 


Passive Beats Active in Fixed Income, No Matter How You Slice It
 78 


Stories From Blue Chip Companies
 79 


Equity Returns for Major Companies vs. 5 Old IFA Index Portfolios and S&P 500 Index
 80 


Excellent vs Unexcellent Company Ratio
 81 


Excellent vs. Unexcellent Company Porfolio Returns
 82 


Fidelity Magellan's Alpha over Many Years and Managers
 83 


Warren Buffett's Alpha: Berkshire Hathaway Relative to Russell 1000 Value Index
 84 


Annualized Returns of PIMCO Total Return (PTTRX)
 85 


237 U.S. Mutual Funds vs IFA Indexes and Portfolios
 86 


The Breakdown of Alpha After Costs Among Active Mutual Fund Managers
 87 


The Hedge Fund Manager Hall of Shame
 88 


Zero Evidence of Stock Picking Skill in India
 89 


Vanguard Div Growth vs IFA Index Portfolios with IFA Indexes
 90 


Vanguard Dividend Growth vs IFA Index Portfolios and IFA Indexes
 91 


Vanguard Dividend Growth vs IFA Index Portfolios with IFA Indexes
 92 


Vanguard Dividend Growth vs IFA Index Portfolios and IFA Indexes
 93 


How Large of a Sample is Needed for Statistical Significance*
 94 


Statistical Data For the Three Equity Risk Premiums
 95 


Total US Market Research Factor's Alpha Relative to Benchmark
 96 


Fama/French US HmL Research Factor's Alpha Relative to Benchmark
 97 


Fama/French Returns of Small Cap Stocks Relative to Large Cap Stocks
 98 


Fama/French US Small Value's Alpha Relative to Fama/French US Large Growth
 99 


Style Attribution and Index Drift of American Funds New Perspective A
 100 


Royce Special Equity
 101 


Fidelity Contra Fund
 102 


Longleaf Partners
 103 


Selected American
 104 


T Rowe Price Mid-Cap Grth
 105 


Vanguard PRIMECAP
 106 


Fidelity Low-Priced Stock
 107 


Oakmark Select
 108 


Clipper
 109 


RS Small Cap Growth
 110 


Legg Mason Value
 111 


Gabelli Asset
 112 


T Rowe Price New Horizons
 113 


FPA Capital
 114 


Skyline Special Equities
 115 


Selected American
 116 


Sequoia
 117 


Weitz Partners III
 118 


Weitz Value Alpha Relative to Russell 1000 Index
 119 


Hennessy Focus 30
 120 


PIMCO Total Return Instl
 121 


Percentage of Funds Remaining in the Top Half of Their Peers
 122 


Histogram of S&P 500 Individual Company Returns
 123 


Top 20 Worst Perfoming Dead Funds
 124 


Brown Capital Mgmt
 125 


Royce Special Equity Instl
 126 


American Fund World R4
 127 


Wasatch Small Cap Growth
 128 


Perkins Small Cap Value
 129 


Mathew China Investor
 130 


Alpha Table
 131 


Alpha Table
 132 


Forecast Accuracy: 74% Required to Beat the Market
 133 


The Problem with Market Timing: Missing the Best Days
 134 


The Allure of Market Timing: Missing the Worst Days

In Articles Related to Step 4:

 135 


Simulated Passive Investor Experience
 136 


Positive vs. Negative Returns in New IFA Index Portfolios
 137 


Histogram of the Daily Percentage Returns for the S&P 500 for 2013
 138 


Histogram of the Daily Percentage Returns for the S&P 500 for 2012
 139 


Histogram of the Daily Percentage Returns for the S&P 500 for 2011
 140 


Batting Averages of Time Pickers
 141 


How likely is it that one forecast will be correct?
 142 


Recovery of IFA Index Portfolios and a Simulated SP500 One Year After the 2009 Low
 143 


Individual Investors: Mean Expected Return of vs. Lagged Return for the S&P 500
 144 


Investment Professionals: Forecasted Change vs. Prior Change in the S&P 500, 1990-2003
 145 


Predictability of Annual Returns for S&P 500 - Based on Previous 1-Year Returns
 146 


15,172 Recommendations from 237 Market Timing Newsletters
 147 


Performance of 237 Market Timing Newsletters
 148 


237 Market Timing Newsletters
 149 


Average Returns of Market Timing Newsletters
 150 


Reward vs. Risk for 'Sell in May and Go Away' Before Taxes
 151 


Reward vs. Risk for 'Sell in May and Go Away' After Tax
 152 


How Many of Top 100 Funds Remain in the Top 100 the Following Year?
 153 


2005 Top Ten Managers and Subsequent Performance
 154 


2007 Top Ten Managers and Subsequent Performance
 155 


Persistence in 5-Year Performances of 231 Mutual Funds
 156 


Before and After Hiring Returns of Investment Managers
 157 


Managers' Performance Before and After Hiring or Firing
 158 


State Retirement Systems vs. Index Portfolios
 159 


State Retirement Systems vs. Index Portfolios
 160 


State Retirement Systems vs. Index Portfolios
 161 


State Retirement Systems vs. Index Portfolios
 162 


How Large of a Sample is Needed for Statistical Significance*

In Articles Related to Step 5:

 163 


NACUBO Endowments vs. Comparable Asset Allocations of the IFA Index Portfolios*
 164 


Sequoia
 165 


Fairholme
 166 


Style Drift of Sequoia Fund
 167 


Style Drift of Fairholme Fund
 168 


Sequoia vs IFA
 169 


Fairholme - vs IFA
 170 


Percentage of Funds Remaining in the Top Half of Their Peers
 171 


Value Gained or Lost When Moving Assets From One Manager to Another
 172 


Cash Flows Between Money Managers
 173 


Transamerican High Yield Bond
 174 


State Retirement Systems vs. Index Portfolios
 175 


State Retirement Systems vs. Index Portfolios
 176 


Stock Picking Skill Statistically Indistinguishable from Zero
 177 


Active Fund Performances
 178 


RidgeWorth Alpha Charts - Large Cap Value
 179 


RidgeWorth Alpha Charts - Mid Cap Value
 180 


RidgeWorth Alpha Charts - small Cap Value
 181 


RidgeWorth Alpha Charts - Sel Large Cap Growth
 182 


RidgeWorth Alpha Charts- large cap growth
 183 


RidgeWorth Alpha Charts - Aggressive Growth Stock
 184 


RidgeWorth Alpha Charts - Small Cap Growth
 185 


RidgeWorth Alpha Charts - International
 186 


Morningstar manager of the year Alpha Chart
 187 


Morningstar manager of the year Alpha Chart
 188 


Morningstar manager of the year Alpha Chart
 189 


Morningstar manager of the year Alpha Chart
 190 


Morningstar manager of the year Alpha Chart
 191 


Morningstar manager of the year Alpha Chart
 192 


Morningstar manager of the year Alpha Chart
 193 


Fidelity Magellan's Alpha over Many Years and Managers
 194 


Warren Buffett's Alpha: Berkshire Hathaway Relative to Russell 1000 Value Index
 195 


GAMCO Funds Alpha Stats
 196 


Olstein Alpha Chart
 197 


Increase in Reported Alpha from Using S&P 500 Benchmark
 198 


44 Actively Managed Funds
 199 


American Funds Washington Mutual A (AWSHX)
 200 


Four Funds That Experienced a Lower Drop Than The S&P 500
 201 


Before and After Hiring Returns of Investment Managers
 202 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 203 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 204 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 205 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 206 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 207 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 208 


Investment Managers' Performance Before & After Hiring & Firing Decisions
 209 


Investment Managers' Performance Before & After Hiring & Firing Decisions
 210 


Results of Manager Picking by Plan Sponsors
 211 


Estimated Average Expected Return Over Market Return for IFA Index Portfolio 90
 212 


Above Median Returns of Mutual Funds for the Recent 1-Year vs Prior 1-Year
 213 


Above Median Returns of Mutual Funds for the Recent 3-Years vs Prior 3-Years
 214 


Above Median Returns of Mutual Funds for the Recent 5-Years vs Prior 5-Years
 215 


Above Median Returns of Mutual Funds for the Recent 10-Years vs Prior 10-Years
 216 


Survivorship and Outperformance - Equity Funds
 217 


Survivorship and Outperformance - Fixed Income Funds
 218 


U.S. Hedge Funds' Assets Under Management
 219 


Hedge Fund Indexes Returns Accuracy
 220 


Survival of Hedge Funds
 221 


Hedge Fund Fees
 222 


Breakdown of Hedge Fund Returns
 223 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 224 


Style Drifters: Can You Pick the Next Country Winner?
 225 


Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:
 226 


Style Drift of Fidelity Magellan Fund
 227 


Style Drift of Vanguard Explorer Fund Investor Shares
 228 


Style Drift of American Funds Growth Fund of America A
 229 


Relative Style Purity of DFA U.S. Large Company Portfolio
 230 


Style Consistency Data on Equity Mutual Funds from SPIVA
 231 


24 Tactical Allocation Funds vs New IFA Index Portfolios

In Articles Related to Step 6:

 232 


Go-Anywhere Funds Annual Excess Returns/Alpha
 233 


Style Drift Among Mutual Funds vs Fama/French Indexes
 234 


Ending Values of the Average Equity Fund vs Index Fund
 235 


Pre-Tax and After-Tax Growth of $10,000
 236 


Value Lost to Taxes: Vanguard Index Funds vs. Morningstar Categories
 237 


Turnover Ratio of Categories vs. Vanguard
 238 


Expense Ratios of Mutual Funds & Exchange Traded Funds

In Articles Related to Step 7:

 239 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds (OLDports)
 240 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
 241 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
 242 


Aggregate Trading Cost & Expense Ratios For Select Asset Classes
 243 


Annualized Returns For Select Funds
 244 


Top Marginal Tax Rate vs. S&P 500 Annual Return
 245 


Maximum Capital Gains Tax Rate vs. S&P 500 Annual Return
 246 


Bell-Shaped Curve Showing Standard Deviations
 247 


High Volatility Portfolio: Distribution of Monthly Returns
 248 


Low Volatility Portfolio: Distribution of Monthly Returns
 249 


Riskese: The Language of Risk
 250 


Concentration Risk: Indexes vs. One Stock
 251 


The Fama and French Five Factor Model
 252 


Market Risk Factor for U.S. Equities
 253 


Size Risk Factor for U.S. Equities
 254 


Value Risk Factor for U.S. Equities
 255 


Term Risk Factor for Fixed Income
 256 


Default Risk Factor for Fixed Income
 257 


Average Annual Returns of the Fama/French Risk Factors
 258 


Risk Return Scatter Plot of the Fama French Five Risk Factors

In Articles Related to Step 8:

 259 


Large, Small, Value & Growth Indexes Around the World
 260 


Average Annual Returns of the Fama French Three Factor Model
 261 


Roller Coaster of Risk and Return of Old IFA Index Portfolios
 262 


Roller Coaster of Risk and Return for Original IFA Index Portfolios and IFA Indexes
 263 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 264 


ClearBridge Value C vs Russell 1000 Value (1/1/1983 - 12/31/2013)
 265 


Evidence of a Lack of Stock Picking Skill Among Fund Managers
 266 


Risk and Return Scatter Plot of Short-Term Global Bond Funds
 267 


Risk and Return Scatter Plot of One-Year Fixed Income Bond Funds
 268 


Risk and Return Scatter Plot of Short-Term Government Bond Funds
 269 


Annualized Returns and Tracking Error of AQR Momentum Funds*
 270 


Annualized Returns of AQR and Russell/MSCI Indexes*
 271 


Why Diversify? Stocks vs. Indexes and Original IFA Index Portfolios
 272 


High Volatility: New IFA Index Portfolio 100
 273 


Moderate Volatility: New IFA Index Portfolio 50
 274 


Low Volatility: New IFA Index Portfolio 10
 275 


Dimensions of Stock Returns
 276 


Motorola vs Hormel: Growth of a Dollar
 277 


Relationship Between Risk Factors and Expected Return
 278 


Estimated Average Expected Return Over Market Return for IFA Index Portfolio 90
 279 


Does It Pay to Extend Bond Maturities Beyond 5 Yrs Considering a Risk Budget?
 280 


The Fama French Five Risk Factors - Average Annual Returns and Risks
 281 


Simulated Passive Investor Experiences (SPIEs) in New IFA Index Portfolios
 282 


Simulated Passive Investor Experience
 283 


Monthly Returns of Old IFA Index Portfolios
 284 


Quarterly Returns of Old IFA Index Portfolios
 285 


Annual Returns of Old IFA Index Portfolios
 286 


Positive vs. Negative Returns in Various Time Periods of Original IFA Index Portfolios
 287 


Percentage Days with Gains Versus Annual Returns of S&P 500 Index
 288 


Percentage Days with Gains of S&P 500 Index Versus Years
 289 


Annualized Returns of Various Indexes
 290 


Time Series Construction of the IFA Indexes
 291 


Growth of a Dollar for IFA U.S. Indexes Over the Long Term
 292 


Market Turmoil and the Dow Jones Industrial Average
 293 


Explanation of 12-Year Monthly Rolling Periods
 294 


Index Comparisons
 295 


Large, Small, Value & Growth Indexes Around the World

In Articles Related to Step 9:

 296 


Returns of IFA Domestic Equity Indexes
 297 


Returns of IFA International Equity Indexes
 298 


Returns of IFA Emerging Markets Equity Indexes
 299 


Returns of IFA Real Estate Index
 300 


Returns of IFA Fixed Income Indexes
 301 


Return of IFA Index Portfolios
 302 


NEW IFA Index Portfolios
 303 


The Dalbar Study: Average Equity Fund Investor vs. Indexes
 304 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 305 


Returns of IFA Domestic Equity Indexes
 306 


Returns of Domestic Equity Blend in IFA Index Portfolios
 307 


Returns of IFA International Equity Indexes
 308 


Returns of International Equity Blend in IFA Index Portfolios
 309 


Returns of IFA Emerging Markets Equity Indexes
 310 


Returns of IFA Real Estate Index
 311 


Returns of IFA Fixed Income Indexes
 312 


Year End Return of IFA Index Portfolios
 313 


Private Equity Strategies
 314 


Average Annualized Returns of US Private Equity and IFA Indexes
 315 


Relationship Between Equity Returns and Economic Freedom Rank
 316 


Risk vs Reward for 18 Developed Countries
 317 


Equity Returns According to Economic Freedom Rank
 318 


Economic Freedom and Stock Returns
 319 


Risk and Return of 20 Original IFA Index Portfolios and S&P 500 Index
 320 


The Market's Response to Crisis
 321 


Recessions and Unemployment
 322 


Recessions and Unemployment
 323 


Recessions and Unemployment
 324 


Recessions and Unemployment
 325 


Recessions and Unemployment
 326 


Correlation Matrix for 15 IFA Indexes
 327 


Recovery of IFA Index Portfolios and S&P 500 Index
 328 


The Lost Decade? Old IFA Index Portfolios versus S&P 500 Index

In Articles Related to Step 10:

 329 


Histograms of Simulated Passive Investor Experiences in Original IFA Index Portfolios
 330 


FactSheet Figure 2 and 3 for NEWport
 331 


Time Diversification of 20 Original IFA Index Portfolios Based on Monthly Rolling Data
 332 


People: 5 Dimensions of Risk Capacity
 333 


Index Portfolios: 5 Dimensions of Risk Exposure
 334 


The Color Risk Spectrum
 335 


Color of Risk Spectrum Used for Risk Capacity and Risk Exposure
 336 


Capacity Exposure Optimization
 337 


General Asset Allocations of the New IFA Index Portfolios
 338 


Roller Coaster of Risk and Return of New IFA Index Portfolios
 339 


Vanguard Funds vs. Dimensional Funds in New IFA Index Portfolios
 340 


iShares ETFs vs Dimensional Funds in New IFA Index Portfolios
 341 


Investment Advisors' Ratings of Fund Companies
 342 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 343 


Distribution of Monthly Returns of New IFA Index Portfolios
 344 


Risk and Return of 20 Original IFA Index Portfolios and S&P 500 Index
 345 


Growth of $1,000 in 100 Index Portfolios

In Articles Related to Step 11:

 346 


General Asset Allocations of the New IFA Index Portfolios
 347 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 348 


Time Diversification of NEW IFA Index Portfolio
 349 


Why Diversify? Stocks vs Indexes and New IFA Index Portfolios
 350 


Histograms of Simulated Passive Investor Experiences in New IFA Index Portfolios
 351 


Simulated Passive Investor Experiences (SPIEs) in New IFA Index Portfolios
 352 


Distribution of Monthly Returns of IFA New Index Portfolios
 353 


Positive vs. Negative Returns in New IFA Index Portfolios
 354 


High-Median-Low Monthly Rolling Period Analysis in New IFA Index Portfolios
 355 


Index Comparisons
 356 


NEW IFA Index Portfolios
 357 


Roller Coaster of Risk and Return for New IFA Index Portfolios and IFA Indexes
 358 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 359 


Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:
 360 


Style Drifters: Can You Pick the Next Country Winner?
 361 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 362 


Reward vs. Risk for Small Cap Indexes
 363 


Reward vs. Risk for Small Cap Indexes
 364 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 365 


Global Market Breakdown
 366 


Vanguard vs Dimensional Fund Advisors
 367 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 368 


DFA Passive Funds with an Advisor vs. All No-Load Index Funds
 369 


Average Annual Returns of the Fama French Three Factor Model
 370 


Risk Factors Explain Returns in Diversified Equity Portfolios
 371 


Asset Allocation of IFA's Index Portfolios Utilizing Vanguard Funds
 372 


Vanguard Target Retirement Funds vs. Old IFA Index Portfolios on Glide Path
 373 


Asset Allocation of IFA's Index Portfolios Utilizing iShares ETFs
 374 


Sample Schwab Index Portfolios vs. Old IFA Index Portfolios
 375 


Sample Fidelity Index Portfolios vs. Old IFA Index Portfolios
 376 


Sample T. Rowe Price Index Portfolios vs. Old IFA Index Portfolios
 377 


Fidelity Freedom Funds vs. Old IFA Index Portfolios on Glide Path
 378 


Dimensional Fund Advisors (DFA) Performance Against Conventional Benchmarks
 379 


Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios
 380 


Gold, Silver and Oil vs the New IFA Index Portfolios and Indexes
 381 


Does It Pay to Extend Bond Maturities Beyond 5 Yrs Considering a Risk Budget?
 382 


Annualized Returns of DFA Funds vs Similar Benchmarks
 383 


New IFA Index Portfolios vs Original IFA Index Portfolios
 384 


OLD IFA Portfolio 90 vs NEW IFA Portfolio 100 Lowest Rolling Period Return Comparison
 385 


Original IFA Index Portfolio 90 vs. IFA Index Portfolio 100
 386 


Applying Direct Profitability Factor to U.S. Value Portfolios
 387 


Applying Direct Profitability to International Large Value
 388 


Applying Direct Profitability to International Small Value
 389 


Applying Direct Profitability to Small and Value Indexes and IFA Index Portfolio 100
 390 


PIMCO Total Return Instl
 391 


IFA Index Portfolio Fixed Income (FI) & IFA Index Portfolio 50
 392 


Emotions of Rebalancers
 393 


The Value of Human and Financial Capital in New IFA Index Portfolios
 394 


Emotions of Tax Loss Harvesters
 395 


Probability of Portfolio Survival During Retirement Years

In Articles Related to Step 12:

 396 


IFA Client Success at Capturing Benchmark Index Returns
 397 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 398 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 399 


Required Minimum Distributions for IRAs
 400 


Longevity for a 65-Year-Old Married Couple
 401 


FactSheet Figure 2 and 3 for NEWport
 402 


The Value of Human and Financial Capital in Original IFA Index Portfolios
 403 


People and Portfolios: IFA's Glide Path for Retirement Success
 404 


Vanguard and S&P Target Dates vs Original IFA Target Date Index Portfolios
 405 


Estimated Net Flows for One Year
 406 


Estimated Net Flows for One Year
 407 


American Funds - Estimated Net Flows
 408 


Percentage of Months Asset Class Beats S&P 500 Index by 3% or More
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