Chart Index (384)

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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 


Canadian Domiciled Funds vs Benchmarks
 10 


Emerging Markets Funds vs Benchmarks
 11 


Active Funds vs Benchmarks
 12 


Domestic Active Funds vs Benchmarks
 13 


Vanguard Funds vs. Dimensional Funds in New IFA Index Portfolios
 14 


iShares ETFs vs Dimensional Funds in New IFA Index Portfolios
 15 


Average Mutual Fund vs Average Fund Investor
 16 


How Funds Can Earn Big Returns But Still Lose Money
 17 


Why Invest in a Portfolio of Index Funds?
 18 


Performance of Morgan Stanley Proprietary Funds
 19 


Active Domestic Equity Funds Performance
 20 


Histogram of S&P 500 Individual Company Returns
 21 


Histogram of S&P 500 Individual Company Returns

In Articles Related to Step 2:

 22 


The University of Chicago List
 23 


Luck vs Skill Among Mutual Fund Managers
 24 


How Do Investors in a 'Behavioral' Fund Behave?
 25 


The Ranking of the 2013 Nobel Laureates in Economics
 26 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 27 


Simulated Random Walk of Stock Prices
 28 


Emotions of Active Investors
 29 


Factors that Explain the Variation in Returns of Large Institutional Plans
 30 


The Fama and French Five Factor Model
 31 


237 Market Timing Newsletters
 32 


Large, Small, Value & Growth Indexes Around the World
 33 


Stock Picking Skill Statistically Indistinguishable from Zero
 34 


Before and After Hiring Returns of Investment Managers
 35 


Value Gained or Lost When Moving Assets From One Manager to Another
 36 


Nobel Foundation vs IFA Index Portfolios
 37 


Investment of Nobel Foundation vs IFA Index Portfolio 70
 38 


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
 39 


Legg Mason Value Trust vs. IFA Indexes and New IFA Index Portfolios
 40 


Legg Mason Value Trust vs. IFA Indexes and New IFA Index Portfolios
 41 


Legg Mason Value Trust vs. IFA Indexes and New IFA Index Portfolios
 42 


Stock Picking Skill Statistically Indistinguishable from Zero
 43 


Evidence of a Lack of Stock Picking Skill Among Fund Managers
 44 


Survivors and Winners of S&P 500 Stocks
 45 


Largest Bankruptcies
 46 


Returns of Admired Companies vs. Spurned Ones
 47 


Fortune Magazine's Ten Most Admired Companies in 2001 vs New IFA Index Portfolios
 48 


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

In Articles Related to Step 3:

 49 


Number of Years Needed for a Statistical Significant Alpha
 50 


How to Calculate a t-statistic for Any Data Set
 51 


Technology Stock Picker
 52 


Evidence of a Lack of Stock Picking Skill Among Fund Managers
 53 


NFJ Small Cap Value A Fund's Alpha Relative to Russell 2000 Value Index
 54 


Statistical Significance of Alpha Among 207 Mutual Funds
 55 


Legg Mason Value Trust Relative to Russell 1000 Index
 56 


Yacktman Focus Fund's Alpha Relative to Russell 1000 Value Index
 57 


Yacktman Fund's Alpha Relative to Russell 1000 Value Index
 58 


Coins and Stocks
 59 


Short-Term Experience in Dice Rolls
 60 


Long-Term Experience in Dice Rolls
 61 


Distribution of Annual Occurences of the Stocks within the S&P 500
 62 


Distribution of S&P 500 Stocks
 63 


Distribution of S&P 500 Stocks
 64 


Distribution of S&P 500 Stocks
 65 


Distribution of Stocks* in the S&P 500 Annual Return
 66 


The Dalbar Study: Average Equity Fund Investor vs. Indexes
 67 


Luck vs Skill Among Mutual Fund Managers
 68 


Risk Factors Explain Returns in Diversified Equity Portfolios
 69 


Odds of Success
 70 


The Odds of Success Revisited
 71 


Gross and Net Annual Returns
 72 


1,446 Large Cap Blend Mutual Funds vs. the S&P 500 Index
 73 


Passive Beats Active in Equities, No Matter How You Slice It
 74 


Passive Beats Active in Fixed Income, No Matter How You Slice It
 75 


Stories From Blue Chip Companies
 76 


Equity Returns for Major Companies vs. 5 Old IFA Index Portfolios and S&P 500 Index
 77 


Excellent vs Unexcellent Company Ratio
 78 


Excellent vs. Unexcellent Company Porfolio Returns
 79 


Fidelity Magellan's Alpha over Many Years and Managers
 80 


Warren Buffett's Alpha: Berkshire Hathaway Relative to Russell 1000 Value Index
 81 


The Hedge Fund Manager Hall of Shame
 82 


Zero Evidence of Stock Picking Skill in India
 83 


Vanguard Div Growth vs IFA Index Portfolios with IFA Indexes
 84 


Vanguard Dividend Growth vs IFA Index Portfolios and IFA Indexes
 85 


Vanguard Dividend Growth vs IFA Index Portfolios with IFA Indexes
 86 


Vanguard Dividend Growth vs IFA Index Portfolios and IFA Indexes
 87 


237 U.S. Mutual Funds vs IFA Indexes and Portfolios
 88 


How Large of a Sample is Needed for Statistical Significance*
 89 


Statistical Data For the Three Equity Risk Premiums
 90 


Total US Market Research Factor's Alpha Relative to Benchmark
 91 


Fama/French US HmL Research Factor's Alpha Relative to Benchmark
 92 


Fama/French Returns of Small Cap Stocks Relative to Large Cap Stocks
 93 


Fama/French US Small Value's Alpha Relative to Fama/French US Large Growth
 94 


Style Attribution and Index Drift of American Funds New Perspective A
 95 


Royce Special Equity
 96 


Fidelity Contra Fund
 97 


Longleaf Partners
 98 


Selected American
 99 


T Rowe Price Mid-Cap Grth
 100 


Vanguard PRIMECAP
 101 


Fidelity Low-Priced Stock
 102 


Oakmark Select
 103 


Clipper
 104 


RS Small Cap Growth
 105 


Legg Mason Value
 106 


Gabelli Asset
 107 


T Rowe Price New Horizons
 108 


FPA Capital
 109 


Skyline Special Equities
 110 


Selected American
 111 


Sequoia
 112 


Weitz Partners III
 113 


Weitz Value Alpha Relative to Russell 1000 Index
 114 


Hennessy Focus 30
 115 


PIMCO Total Return Instl
 116 


Percentage of Funds Remaining in the Top Half of Their Peers
 117 


Histogram of S&P 500 Individual Company Returns
 118 


Top 20 Worst Perfoming Dead Funds
 119 


Brown Capital Mgmt
 120 


Royce Special Equity Instl
 121 


American Fund World R4
 122 


Wasatch Small Cap Growth
 123 


Perkins Small Cap Value
 124 


Mathew China Investor
 125 


Alpha Table
 126 


Alpha Table
 127 


Forecast Accuracy: 74% Required to Beat the Market
 128 


The Problem with Market Timing: Missing the Best Days
 129 


The Allure of Market Timing: Missing the Worst Days

In Articles Related to Step 4:

 130 


Simulated Passive Investor Experience
 131 


Positive vs. Negative Returns in New IFA Index Portfolios
 132 


Histogram of the Daily Percentage Returns for the S&P 500 for 2013
 133 


Histogram of the Daily Percentage Returns for the S&P 500 for 2012
 134 


Histogram of the Daily Percentage Returns for the S&P 500 for 2011
 135 


Batting Averages of Time Pickers
 136 


How likely is it that one forecast will be correct?
 137 


Recovery of IFA Index Portfolios and a Simulated SP500 One Year After the 2009 Low
 138 


Individual Investors: Mean Expected Return of vs. Lagged Return for the S&P 500
 139 


Investment Professionals: Forecasted Change vs. Prior Change in the S&P 500, 1990-2003
 140 


Predictability of Annual Returns for S&P 500 - Based on Previous 1-Year Returns
 141 


15,172 Recommendations from 237 Market Timing Newsletters
 142 


Performance of 237 Market Timing Newsletters
 143 


237 Market Timing Newsletters
 144 


Average Returns of Market Timing Newsletters
 145 


Reward vs. Risk for 'Sell in May and Go Away' Before Taxes
 146 


Reward vs. Risk for 'Sell in May and Go Away' After Tax
 147 


Tactical Allocation Funds vs Old IFA Index Portfolios
 148 


Value Gained or Lost When Moving Assets From One Manager to Another
 149 


How Many of Top 100 Funds Remain in the Top 100 the Following Year?
 150 


2005 Top Ten Managers and Subsequent Performance
 151 


2007 Top Ten Managers and Subsequent Performance
 152 


Persistence in 5-Year Performances of 231 Mutual Funds
 153 


Before and After Hiring Returns of Investment Managers
 154 


Managers' Performance Before and After Hiring or Firing
 155 


State Retirement Systems vs. Index Portfolios
 156 


State Retirement Systems vs. Index Portfolios
 157 


State Retirement Systems vs. Index Portfolios
 158 


State Retirement Systems vs. Index Portfolios
 159 


How Large of a Sample is Needed for Statistical Significance*

In Articles Related to Step 5:

 160 


Transamerican High Yield Bond
 161 


State Retirement Systems vs. Index Portfolios
 162 


State Retirement Systems vs. Index Portfolios
 163 


Stock Picking Skill Statistically Indistinguishable from Zero
 164 


Active Fund Performances
 165 


RidgeWorth Alpha Charts - Large Cap Value
 166 


RidgeWorth Alpha Charts - Mid Cap Value
 167 


RidgeWorth Alpha Charts - small Cap Value
 168 


RidgeWorth Alpha Charts - Sel Large Cap Growth
 169 


RidgeWorth Alpha Charts- large cap growth
 170 


RidgeWorth Alpha Charts - Aggressive Growth Stock
 171 


RidgeWorth Alpha Charts - Small Cap Growth
 172 


RidgeWorth Alpha Charts - International
 173 


Percentage of Funds Remaining in the Top Half of Their Peers
 174 


Morningstar manager of the year Alpha Chart
 175 


Morningstar manager of the year Alpha Chart
 176 


Morningstar manager of the year Alpha Chart
 177 


Morningstar manager of the year Alpha Chart
 178 


Morningstar manager of the year Alpha Chart
 179 


Morningstar manager of the year Alpha Chart
 180 


Morningstar manager of the year Alpha Chart
 181 


Fidelity Magellan's Alpha over Many Years and Managers
 182 


Warren Buffett's Alpha: Berkshire Hathaway Relative to Russell 1000 Value Index
 183 


GAMCO Funds Alpha Stats
 184 


Olstein Alpha Chart
 185 


Increase in Reported Alpha from Using S&P 500 Benchmark
 186 


44 Actively Managed Funds
 187 


American Funds Washington Mutual A (AWSHX)
 188 


Four Funds That Experienced a Lower Drop Than The S&P 500
 189 


Before and After Hiring Returns of Investment Managers
 190 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 191 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 192 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 193 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 194 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 195 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 196 


Investment Managers' Performance Before & After Hiring & Firing Decisions
 197 


Investment Managers' Performance Before & After Hiring & Firing Decisions
 198 


Results of Manager Picking by Plan Sponsors
 199 


Value Gained or Lost When Moving Assets From One Manager to Another
 200 


Cash Flows Between Money Managers
 201 


Estimated Average Expected Return Over Market Return for IFA Index Portfolio 90
 202 


Above Median Returns of Mutual Funds for the Recent 1-Year vs Prior 1-Year
 203 


Above Median Returns of Mutual Funds for the Recent 3-Years vs Prior 3-Years
 204 


Above Median Returns of Mutual Funds for the Recent 5-Years vs Prior 5-Years
 205 


Above Median Returns of Mutual Funds for the Recent 10-Years vs Prior 10-Years
 206 


Survivorship and Outperformance - Equity Funds
 207 


Survivorship and Outperformance - Fixed Income Funds
 208 


U.S. Hedge Funds' Assets Under Management
 209 


Hedge Fund Indexes Returns Accuracy
 210 


Survival of Hedge Funds
 211 


Hedge Fund Fees
 212 


Breakdown of Hedge Fund Returns
 213 


NACUBO Endowments vs. Comparable Asset Allocations of the IFA Index Portfolios
 214 


2007 NACUBO Endowment 1-Yr Annlz'd Returns vs. IFA Comparable Index Portfolios*
 215 


2007 NACUBO Endowment Study 3-Yr Returns vs. IFA Comparable Index Portfolios*
 216 


2007 NACUBO Endowment Study 5-Yr Returns vs. IFA Comparable Index Portfolios*
 217 


2007 NACUBO Endowment 10-Yr Annlz'd Returns v. IFA Comparable Index Portfolios*
 218 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 219 


Style Drifters: Can You Pick the Next Country Winner?
 220 


Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:
 221 


Style Drift of Fidelity Magellan Fund
 222 


Style Drift of Vanguard Explorer Fund Investor Shares
 223 


Style Drift of American Funds Growth Fund of America A
 224 


Relative Style Purity of DFA U.S. Large Company Portfolio
 225 


Style Consistency Data on Equity Mutual Funds from SPIVA
 226 


24 Tactical Allocation Funds vs New IFA Index Portfolios

In Articles Related to Step 6:

 227 


Go-Anywhere Funds Annual Excess Returns/Alpha
 228 


Style Drift Among Mutual Funds vs Fama/French Indexes
 229 


Ending Values of the Average Equity Fund vs Index Fund
 230 


Pre-Tax and After-Tax Growth of $10,000
 231 


Value Lost to Taxes: Vanguard Index Funds vs. Morningstar Categories
 232 


Turnover Ratio of Categories vs. Vanguard
 233 


Expense Ratios of Mutual Funds & Exchange Traded Funds

In Articles Related to Step 7:

 234 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds (OLDports)
 235 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
 236 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
 237 


Aggregate Trading Cost & Expense Ratios For Select Asset Classes
 238 


Annualized Returns For Select Funds
 239 


Top Marginal Tax Rate vs. S&P 500 Annual Return
 240 


Maximum Capital Gains Tax Rate vs. S&P 500 Annual Return
 241 


Bell-Shaped Curve Showing Standard Deviations
 242 


High Volatility Portfolio: Distribution of Monthly Returns
 243 


Low Volatility Portfolio: Distribution of Monthly Returns
 244 


Riskese: The Language of Risk
 245 


Concentration Risk: Indexes vs. One Stock
 246 


The Fama and French Five Factor Model
 247 


Market Risk Factor for U.S. Equities
 248 


Size Risk Factor for U.S. Equities
 249 


Value Risk Factor for U.S. Equities
 250 


Term Risk Factor for Fixed Income
 251 


Default Risk Factor for Fixed Income
 252 


Average Annual Returns of the Fama/French Risk Factors
 253 


Risk Return Scatter Plot of the Fama French Five Risk Factors

In Articles Related to Step 8:

 254 


Large, Small, Value & Growth Indexes Around the World
 255 


Average Annual Returns of the Fama French Three Factor Model
 256 


Roller Coaster of Risk and Return of Old IFA Index Portfolios
 257 


Roller Coaster of Risk and Return for Original IFA Index Portfolios and IFA Indexes
 258 


Dimensions of Stock Returns
 259 


Motorola vs Hormel: Growth of a Dollar
 260 


Relationship Between Risk Factors and Expected Return
 261 


Estimated Average Expected Return Over Market Return for IFA Index Portfolio 90
 262 


Does It Pay to Extend Bond Maturities Beyond 5 Yrs Considering a Risk Budget?
 263 


The Fama French Five Risk Factors - Average Annual Returns and Risks
 264 


Evidence of a Lack of Stock Picking Skill Among Fund Managers
 265 


Simulated Passive Investor Experiences (SPIEs) in New IFA Index Portfolios
 266 


Simulated Passive Investor Experience
 267 


Why Diversify? Stocks vs. Indexes and Original IFA Index Portfolios
 268 


High Volatility: New IFA Index Portfolio 100
 269 


Moderate Volatility: Old IFA Index Portfolio 50
 270 


Low Volatility: Old IFA Index Portfolio 10
 271 


Monthly Returns of Old IFA Index Portfolios
 272 


Quarterly Returns of Old IFA Index Portfolios
 273 


Annual Returns of Old IFA Index Portfolios
 274 


Positive vs. Negative Returns in Various Time Periods of Original IFA Index Portfolios
 275 


Percentage Days with Gains Versus Annual Returns of S&P 500 Index
 276 


Percentage Days with Gains of S&P 500 Index Versus Years
 277 


Legg Mason Value Trust Relative to Russell 1000 Index
 278 


Annualized Returns of Various Indexes
 279 


Time Series Construction of the IFA Indexes
 280 


Growth of a Dollar for IFA U.S. Indexes Over the Long Term
 281 


Market Turmoil and the Dow Jones Industrial Average
 282 


Explanation of 12-Year Monthly Rolling Periods
 283 


Index Comparisons
 284 


Large, Small, Value & Growth Indexes Around the World

In Articles Related to Step 9:

 285 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 286 


Returns of IFA Domestic Equity Indexes
 287 


Returns of Domestic Equity Blend in IFA Index Portfolios
 288 


Returns of IFA International Equity Indexes
 289 


Returns of International Equity Blend in IFA Index Portfolios
 290 


Returns of IFA Emerging Markets Equity Indexes
 291 


Returns of IFA Real Estate Index
 292 


Returns of IFA Fixed Income Indexes
 293 


Year End Return of IFA Index Portfolios
 294 


Private Equity Strategies
 295 


Average Annualized Returns of US Private Equity and IFA Indexes
 296 


Relationship Between Equity Returns and Economic Freedom Rank
 297 


Risk vs Reward for 18 Developed Countries
 298 


Equity Returns According to Economic Freedom Rank
 299 


Economic Freedom and Stock Returns
 300 


Risk and Return of 20 Original IFA Index Portfolios and S&P 500 Index
 301 


The Market's Response to Crisis
 302 


Recessions and Unemployment
 303 


Recessions and Unemployment
 304 


Recessions and Unemployment
 305 


Recessions and Unemployment
 306 


Recessions and Unemployment
 307 


Correlation Matrix for 15 IFA Indexes
 308 


Recovery of IFA Index Portfolios and S&P 500 Index
 309 


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

In Articles Related to Step 10:

 310 


Histograms of Simulated Passive Investor Experiences in Original IFA Index Portfolios
 311 


FactSheet Figure 2 and 3 for NEWport
 312 


Time Diversification of 20 Original IFA Index Portfolios Based on Monthly Rolling Data
 313 


People: 5 Dimensions of Risk Capacity
 314 


Index Portfolios: 5 Dimensions of Risk Exposure
 315 


The Color Risk Spectrum
 316 


Color of Risk Spectrum Used for Risk Capacity and Risk Exposure
 317 


Capacity Exposure Optimization
 318 


General Asset Allocations of the New IFA Index Portfolios
 319 


Roller Coaster of Risk and Return of New IFA Index Portfolios
 320 


Vanguard Funds vs. Dimensional Funds in New IFA Index Portfolios
 321 


iShares ETFs vs Dimensional Funds in New IFA Index Portfolios
 322 


Investment Advisors' Ratings of Fund Companies
 323 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 324 


Distribution of Monthly Returns of New IFA Index Portfolios
 325 


Risk and Return of 20 Original IFA Index Portfolios and S&P 500 Index
 326 


Growth of $1,000 in 100 IFA Index Portfolios

In Articles Related to Step 11:

 327 


General Asset Allocations of the New IFA Index Portfolios
 328 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 329 


Time Diversification of NEW IFA Index Portfolio
 330 


Why Diversify? Stocks vs Indexes and New IFA Index Portfolios
 331 


Histograms of Simulated Passive Investor Experiences in New IFA Index Portfolios
 332 


Simulated Passive Investor Experiences (SPIEs) in New IFA Index Portfolios
 333 


Distribution of Monthly Returns of IFA New Index Portfolios
 334 


Positive vs. Negative Returns in New IFA Index Portfolios
 335 


High-Median-Low Monthly Rolling Period Analysis in New IFA Index Portfolios
 336 


Index Comparisons
 337 


NEW IFA Index Portfolios
 338 


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


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 340 


Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:
 341 


Style Drifters: Can You Pick the Next Country Winner?
 342 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 343 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 344 


Global Market Breakdown
 345 


Vanguard vs Dimensional Fund Advisors
 346 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 347 


DFA Passive Funds with an Advisor vs. All No-Load Index Funds
 348 


Average Annual Returns of the Fama French Three Factor Model
 349 


Risk Factors Explain Returns in Diversified Equity Portfolios
 350 


Asset Allocation of IFA's Index Portfolios Utilizing Vanguard Funds
 351 


Vanguard Target Retirement Funds vs. Old IFA Index Portfolios on Glide Path
 352 


Asset Allocation of IFA's Index Portfolios Utilizing iShares ETFs
 353 


Sample Schwab Index Portfolios vs. Old IFA Index Portfolios
 354 


Sample Fidelity Index Portfolios vs. Old IFA Index Portfolios
 355 


Sample T. Rowe Price Index Portfolios vs. Old IFA Index Portfolios
 356 


Fidelity Freedom Funds vs. Old IFA Index Portfolios on Glide Path
 357 


Dimensional Fund Advisors (DFA) Performance Against Conventional Benchmarks
 358 


Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios
 359 


Gold, Silver and Oil vs the New IFA Index Portfolios and Indexes
 360 


Does It Pay to Extend Bond Maturities Beyond 5 Yrs Considering a Risk Budget?
 361 


Annualized Returns of DFA Funds vs Similar Benchmarks
 362 


New IFA Index Portfolios vs Original IFA Index Portfolios
 363 


OLD IFA Portfolio 90 vs NEW IFA Portfolio 100 Lowest Rolling Period Return Comparison
 364 


Original IFA Index Portfolio 90 vs. IFA Index Portfolio 100
 365 


Applying Direct Profitability Factor to U.S. Value Portfolios
 366 


Applying Direct Profitability to International Large Value
 367 


Applying Direct Profitability to International Small Value
 368 


Applying Direct Profitability to Small and Value Indexes and IFA Index Portfolio 100
 369 


PIMCO Total Return Instl
 370 


IFA Index Portfolio Fixed Income (FI) & IFA Index Portfolio 50
 371 


Emotions of Rebalancers
 372 


The Value of Human and Financial Capital in New IFA Index Portfolios
 373 


Emotions of Tax Loss Harvesters
 374 


Probability of Portfolio Survival During Retirement Years

In Articles Related to Step 12:

 375 


Required Minimum Distributions for IRAs
 376 


Longevity for a 65-Year-Old Married Couple
 377 


FactSheet Figure 2 and 3 for Original port
 378 


The Value of Human and Financial Capital in Original IFA Index Portfolios
 379 


People and Portfolios: IFA's Glide Path for Retirement Success
 380 


Vanguard and S&P Target Dates vs Original IFA Target Date Index Portfolios
 381 


Estimated Net Flows for One Year
 382 


Estimated Net Flows for One Year
 383 


American Funds - Estimated Net Flows
 384 


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