Chart Index (496)

Search: 
 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 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 7 


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

In Articles Related to Step 1:

 8 


715 Funds that Were in the Top Quartile for the Year Ending 3/31/2010
 9 


428 Funds that Were in the Top Quartile for the Five Year Period Ending 3/31/2009
 10 


Allocation of Dollars Spent on Each Management Type
 11 


Stock Ownership Percentage by Income Percentile
 12 


Share of Wealth by Income Percentile
 13 


Estimated Net Cash Flows of the Top Ten Mutual Fund Companies
 14 


Estimated Net Cash Flows for the Top Ten Mutual Fund Companies as % of AUM
 15 


Percentage Share of Net Sales of U.S. ETFs and Mutual Funds
 16 


437 Foreign Equity Funds that were in the Top Half in 2009
 17 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 18 


Stock Picking Skill Statistically Indistinguishable from Zero
 19 


Index and Weighted Average Returns (Gross of Fees)
 20 


Index Fund Assets ($Billions)
 21 


Number of Index Funds
 22 


Fidelity Contra Fund
 23 


Fidelity® Diversified International T-Stat Analysis
 24 


Breakdown of Vanguard Advisor's Alpha
 25 


Emerging Markets Funds vs Benchmarks
 26 


Active Funds vs Benchmarks
 27 


Domestic Active Funds vs Benchmarks
 28 


Vanguard Funds vs. Dimensional Funds in New IFA Index Portfolios
 29 


iShares ETFs vs Dimensional Funds in New IFA Index Portfolios
 30 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 31 


Average Mutual Fund vs Average Fund Investor
 32 


How Funds Can Earn Big Returns But Still Lose Money
 33 


Why Invest in a Portfolio of Index Funds?
 34 


Active Domestic Equity Funds Performance

In Articles Related to Step 2:

 35 


Statistical Significance of Alpha Among 207* Mutual Funds
 36 


The University of Chicago List
 37 


Luck vs Skill Among Mutual Fund Managers
 38 


How Do Investors in a 'Behavioral' Fund Behave?
 39 


The Ranking of the 2013 Nobel Laureates in Economics
 40 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 41 


Simulated Random Walk of Stock Prices
 42 


Emotions of Active Investors
 43 


Factors that Explain the Variation in Returns of Large Institutional Plans
 44 


The Fama and French Five Factor Model
 45 


237 Market Timing Newsletters
 46 


Large, Small, Value & Growth Indexes Around the World
 47 


Stock Picking Skill Statistically Indistinguishable from Zero
 48 


Before and After Hiring Returns of Investment Managers
 49 


Value Gained or Lost When Moving Assets From One Manager to Another
 50 


Nobel Foundation vs IFA Index Portfolios
 51 


Investment of Nobel Foundation vs IFA Index Portfolio 70
 52 


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
 53 


Stock Picking Skill Statistically Indistinguishable from Zero
 54 


Evidence of a Lack of Stock Picking Skill Among Fund Managers
 55 


Survivors and Winners of S&P 500 Stocks
 56 


Largest Bankruptcies
 57 


Returns of Admired Companies vs. Spurned Ones
 58 


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

In Articles Related to Step 3:

 59 


Number of Years Needed for a Statistical Significant Alpha
 60 


How to Calculate a t-statistic for Any Data Set
 61 


NFJ Small Cap Value A Fund's Alpha Relative to Russell 2000 Value Index
 62 


Statistical Significance of Alpha Among 207* Mutual Funds
 63 


Legg Mason Value Trust Relative to Russell 1000 Index
 64 


Yacktman Focus Fund's Alpha Relative to Russell 1000 Value Index
 65 


Yacktman Fund's Alpha Relative to Russell 1000 Value Index
 66 


Technology Stock Picker
 67 


Coins and Stocks
 68 


Short-Term Experience in Dice Rolls
 69 


Long-Term Experience in Dice Rolls
 70 


Distribution of Annual Occurences of the Stocks within the S&P 500
 71 


Distribution of S&P 500 Stocks
 72 


Distribution of S&P 500 Stocks
 73 


Distribution of S&P 500 Stocks
 74 


Distribution of Stocks* in the S&P 500 Annual Return
 75 


The Dalbar Study: Average Equity Fund Investor vs. Indexes
 76 


Luck vs Skill Among Mutual Fund Managers
 77 


Risk Factors Explain Returns in Diversified Equity Portfolios
 78 


Odds of Success
 79 


The Odds of Success Revisited
 80 


Gross and Net Annual Returns
 81 


1,446 Large Cap Blend Mutual Funds vs. the S&P 500 Index
 82 


Passive Beats Active in Equities, No Matter How You Slice It
 83 


Passive Beats Active in Fixed Income, No Matter How You Slice It
 84 


Stories From Blue Chip Companies
 85 


Equity Returns for Major Companies vs. 5 Old IFA Index Portfolios and S&P 500 Index
 86 


Excellent vs Unexcellent Company Ratio
 87 


Excellent vs. Unexcellent Company Porfolio Returns
 88 


Fidelity Magellan's Alpha over Many Years and Managers
 89 


Warren Buffett's Alpha: Berkshire Hathaway Relative to Russell 1000 Value Index
 90 


Year-to-Date Net Flows
 91 


Osterweis Fund's Alpha Relative to Benchmark
 92 


Osterweis Strategic Income Fund's Alpha Relative to Benchmark
 93 


Zero Evidence of Stock Picking Skill in India
 94 


What Happened to the 403 Five-Star Funds From 2004?
 95 


715 Funds that Were in the Top Quartile for the Year Ending 3/31/2010
 96 


428 Funds that Were in the Top Quartile for the Five Year Period Ending 3/31/2009
 97 


Alpha Chart of Hodges Small Cap Fund (HDPSX)
 98 


Alpha Chart of AMG Southern Small Cap Investor (SSSFX)
 99 


Style Drift of the Hodges Small Cap Fund (HDPSX)
 100 


Style Drift of the AMG Southern Sun Small Cap Fund (SSSFX)
 101 


Annualized Returns of PIMCO Total Return (PTTRX)
 102 


237 U.S. Mutual Funds vs IFA Indexes and Portfolios
 103 


The Breakdown of Alpha After Costs Among Active Mutual Fund Managers
 104 


The Hedge Fund Manager Hall of Shame
 105 


Vanguard Div Growth vs IFA Index Portfolios with IFA Indexes
 106 


Vanguard Dividend Growth vs IFA Index Portfolios and IFA Indexes
 107 


Vanguard Dividend Growth vs IFA Index Portfolios with IFA Indexes
 108 


Vanguard Dividend Growth vs IFA Index Portfolios and IFA Indexes
 109 


How Large of a Sample is Needed for Statistical Significance*
 110 


Statistical Data For the Three Equity Risk Premiums
 111 


Total US Market Research Factor's Alpha Relative to Benchmark
 112 


Fama/French US HmL Research Factor's Alpha Relative to Benchmark
 113 


Fama/French Returns of Small Cap Stocks Relative to Large Cap Stocks
 114 


Fama/French US Small Value's Alpha Relative to Fama/French US Large Growth
 115 


Style Attribution and Index Drift of American Funds New Perspective A
 116 


Royce Special Equity
 117 


Fidelity Contra Fund
 118 


Longleaf Partners
 119 


Selected American
 120 


T Rowe Price Mid-Cap Grth
 121 


Vanguard PRIMECAP
 122 


Fidelity Low-Priced Stock
 123 


Oakmark Select
 124 


Clipper
 125 


RS Small Cap Growth
 126 


Legg Mason Value
 127 


Gabelli Asset
 128 


T Rowe Price New Horizons
 129 


FPA Capital
 130 


Skyline Special Equities
 131 


Selected American
 132 


Sequoia
 133 


Weitz Partners III
 134 


Weitz Value Alpha Relative to Russell 1000 Index
 135 


Hennessy Focus 30
 136 


PIMCO Total Return Instl
 137 


Percentage of Funds Remaining in the Top Half of Their Peers
 138 


Histogram of S&P 500 Individual Company Returns
 139 


Top 20 Worst Perfoming Dead Funds
 140 


Brown Capital Mgmt
 141 


Royce Special Equity Instl
 142 


American Fund World R4
 143 


Wasatch Small Cap Growth
 144 


Perkins Small Cap Value
 145 


Mathew China Investor
 146 


Alpha Table
 147 


Alpha Table
 148 


Forecast Accuracy: 74% Required to Beat the Market
 149 


The Problem with Market Timing: Missing the Best Days
 150 


The Allure of Market Timing: Missing the Worst Days

In Articles Related to Step 4:

 151 


Simulated Passive Investor Experience
 152 


Positive vs. Negative Returns in New IFA Index Portfolios
 153 


Histogram of the Daily Percentage Returns for the S&P 500 for 2013
 154 


Histogram of the Daily Percentage Returns for the S&P 500 for 2012
 155 


Histogram of the Daily Percentage Returns for the S&P 500 for 2011
 156 


Batting Averages of Time Pickers
 157 


How likely is it that one forecast will be correct?
 158 


Recovery of IFA Index Portfolios and a Simulated SP500 One Year After the 2009 Low
 159 


Individual Investors: Mean Expected Return of vs. Lagged Return for the S&P 500
 160 


Investment Professionals: Forecasted Change vs. Prior Change in the S&P 500, 1990-2003
 161 


Predictability of Daily Returns for S&P 500 - Based on Previous Day's Returns
 162 


Predictability of Monthly Returns for S&P 500 - Based on Previous Month's Return
 163 


Predictability of Annual Returns for S&P 500 - Based on Previous 1-Year Returns
 164 


Predictability of 2-Year Avg. Returns for S&P 500 - Based on Previous 2-Year Avg. Returns
 165 


Predictability of 5-Year Avg. Returns for S&P 500 - Based on Previous 5-Year Avg. Returns
 166 


Predictability of 10-Year Avg. Returns for S&P 500 - Based on Previous 10-Year Avg. Returns
 167 


15,172 Recommendations from 237 Market Timing Newsletters
 168 


Performance of 237 Market Timing Newsletters
 169 


237 Market Timing Newsletters
 170 


Average Returns of Market Timing Newsletters
 171 


How Many of Top 100 Funds Remain in the Top 100 the Following Year?
 172 


2009 Top Ten Managers and Subsequent Performance
 173 


2010 Top Ten Managers and Subsequent Performance
 174 


Persistence in 5-Year Performances of 231 Mutual Funds
 175 


Before and After Hiring Returns of Investment Managers
 176 


Managers' Performance Before and After Hiring or Firing
 177 


State Retirement Systems vs. Index Portfolios
 178 


State Retirement Systems vs. Index Portfolios
 179 


State Retirement Systems vs. Index Portfolios
 180 


State Retirement Systems vs. Index Portfolios

In Articles Related to Step 5:

 181 


Target and Copycat Fund Alpha by Year of Copying
 182 


The Dalbar Study: Average Equity Fund Investor vs. Indexes
 183 


Vanguard Study of Buy-and-Hold vs. Performance-Chasing
 184 


Hedge Fund Fees
 185 


NACUBO Endowments vs. Comparable Allocations of the IFA Index Portfolios*
 186 


Sequoia
 187 


Fairholme
 188 


Style Drift of Sequoia Fund
 189 


Style Drift of Fairholme Fund
 190 


Sequoia vs IFA
 191 


Fairholme - vs IFA
 192 


Percentage of Funds Remaining in the Top Half of Their Peers
 193 


Value Gained or Lost When Moving Assets From One Manager to Another
 194 


Cash Flows Between Money Managers
 195 


Transamerican High Yield Bond
 196 


Stock Picking Skill Statistically Indistinguishable from Zero
 197 


Active Fund Performances
 198 


RidgeWorth Alpha Charts - Large Cap Value
 199 


RidgeWorth Alpha Charts - Mid Cap Value
 200 


RidgeWorth Alpha Charts - small Cap Value
 201 


RidgeWorth Alpha Charts - Sel Large Cap Growth
 202 


RidgeWorth Alpha Charts- large cap growth
 203 


RidgeWorth Alpha Charts - Aggressive Growth Stock
 204 


RidgeWorth Alpha Charts - Small Cap Growth
 205 


RidgeWorth Alpha Charts - International
 206 


Morningstar manager of the year Alpha Chart
 207 


Morningstar manager of the year Alpha Chart
 208 


Morningstar manager of the year Alpha Chart
 209 


Morningstar manager of the year Alpha Chart
 210 


Morningstar manager of the year Alpha Chart
 211 


Morningstar manager of the year Alpha Chart
 212 


Morningstar manager of the year Alpha Chart
 213 


Fidelity Magellan's Alpha over Many Years and Managers
 214 


Warren Buffett's Alpha: Berkshire Hathaway Relative to Russell 1000 Value Index
 215 


GAMCO Funds Alpha Stats
 216 


Olstein Alpha Chart
 217 


Increase in Reported Alpha from Using S&P 500 Benchmark
 218 


44 Actively Managed Funds
 219 


American Funds Washington Mutual A (AWSHX)
 220 


Four Funds That Experienced a Lower Drop Than The S&P 500
 221 


Before and After Hiring Returns of Investment Managers
 222 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 223 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 224 


Before and After Hiring Returns of Century Small Cap Select (CSMCX)
 225 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 226 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 227 


Before and After Hiring Returns of EuroPacific Growth (AEPGX)
 228 


Investment Managers' Performance Before & After Hiring & Firing Decisions
 229 


Investment Managers' Performance Before & After Hiring & Firing Decisions
 230 


Results of Manager Picking by Plan Sponsors
 231 


Expected Return of IFA Indexes and Index Portfolio 100 Over US Total Market Index
 232 


Above Median Returns of Mutual Funds for the Recent 1-Year vs Prior 1-Year
 233 


Above Median Returns of Mutual Funds for the Recent 3-Years vs Prior 3-Years
 234 


Above Median Returns of Mutual Funds for the Recent 5-Years vs Prior 5-Years
 235 


Above Median Returns of Mutual Funds for the Recent 10-Years vs Prior 10-Years
 236 


Survivorship and Outperformance - Equity Funds
 237 


Survivorship and Outperformance - Fixed Income Funds
 238 


Hedge Fund Indexes Returns Accuracy
 239 


Survival of Hedge Funds
 240 


Breakdown of Hedge Fund Returns
 241 


Royce Special Equity
 242 


Fidelity Contra Fund
 243 


Longleaf Partners
 244 


Selected American
 245 


T Rowe Price Mid-Cap Grth
 246 


Vanguard PRIMECAP
 247 


Fidelity Low-Priced Stock
 248 


Oakmark Select
 249 


Clipper
 250 


RS Small Cap Growth
 251 


Legg Mason Value
 252 


Gabelli Asset
 253 


T Rowe Price New Horizons
 254 


FPA Capital
 255 


Skyline Special Equities
 256 


Selected American
 257 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 258 


Style Drifters: Can You Pick the Next Country Winner?
 259 


Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:
 260 


Style Drift of Fidelity Magellan Fund
 261 


Style Drift of Vanguard Explorer Fund Investor Shares
 262 


Style Drift of American Funds Growth Fund of America A
 263 


24 Tactical Allocation Funds vs New IFA Index Portfolios
 264 


Relative Style Purity of DFA U.S. Large Company Portfolio
 265 


Style Consistency Data on Equity Mutual Funds from SPIVA

In Articles Related to Step 6:

 266 


Go-Anywhere Funds Annual Excess Returns/Alpha
 267 


Style Drift Among Mutual Funds vs Fama/French Indexes
 268 


Ending Values of the Average Equity Fund vs. Index Fund
 269 


Pre-Tax and After-Tax Growth of $10,000
 270 


Value Lost to Taxes: Vanguard Index Funds vs. Morningstar Categories
 271 


Turnover Ratio of Categories vs. Vanguard
 272 


Expense Ratios: Active vs. Passive

In Articles Related to Step 7:

 273 


DFA Tax-Managed Funds vs. Vanguard and iShares ETFs
 274 


Annualized Post-Tax Returns of Standard and Tax-Managed Portfolios
 275 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds (OLDports)
 276 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
 277 


Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
 278 


Top Marginal Tax Rate vs. S&P 500 Annual Return
 279 


Maximum Capital Gains Tax Rate vs. S&P 500 Annual Return
 280 


Bell-Shaped Curve Showing Standard Deviations
 281 


High Volatility Portfolio: Distribution of Monthly Returns
 282 


Low Volatility Portfolio: Distribution of Monthly Returns
 283 


Riskese: The Language of Risk
 284 


Concentration Risk: Indexes vs. One Stock
 285 


The Fama and French Five Factor Model
 286 


Market Risk Factor for U.S. Equities
 287 


Size Risk Factor for U.S. Equities
 288 


Value Risk Factor for U.S. Equities
 289 


Term Risk Factor for Fixed Income
 290 


Default Risk Factor for Fixed Income
 291 


Average Annual Returns of the Fama/French Risk Factors
 292 


Risk Return Scatter Plot of the Fama French Five Risk Factors

In Articles Related to Step 8:

 293 


Large, Small, Value & Growth Indexes Around the World
 294 


Average Annual Returns of the Fama French Three Factor Model
 295 


Roller Coaster of Risk and Return of Old IFA Index Portfolios
 296 


Roller Coaster of Risk and Return for Original IFA Index Portfolios and IFA Indexes
 297 


Reward vs. Risk Based on Popularity
 298 


Treasury Yield Curve
 299 


Hypothetical Treasury Yield Curve
 300 


Hypothetical 1-Year Total Return of Different Maturity Bonds
 301 


Annualized Returns of Three DFA Bond Funds and Their Benchmarks
 302 


Average of Size Premium (SmB) over Two Consecutive Time Periods
 303 


Average of Size Premium (SmB) over Two Categories of Foreign Markets
 304 


Average of Size Premium (SmB) over Two Specifications
 305 


Dimensions of Annualized Returns (%)
 306 


Dimensions of Stock Returns
 307 


Motorola vs Hormel: Growth of a Dollar
 308 


Relationship Between Risk Factors and Expected Return
 309 


Expected Return of IFA Indexes and Index Portfolio 100 Over US Total Market Index
 310 


Does It Pay to Extend Bond Maturities Beyond 5 Yrs Considering a Risk Budget?
 311 


The Fama French Five Risk Factors - Average Annual Returns and Risks
 312 


Evidence of a Lack of Stock Picking Skill Among Fund Managers
 313 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 314 


ClearBridge Value C vs Russell 1000 Value (1/1/1983 - 12/31/2013)
 315 


Risk and Return Scatter Plot of Short-Term Global Bond Funds
 316 


Risk and Return Scatter Plot of One-Year Fixed Income Bond Funds
 317 


Risk and Return Scatter Plot of Short-Term Government Bond Funds
 318 


Annualized Returns and Tracking Error of AQR Momentum Funds*
 319 


Annualized Returns of AQR and Russell/MSCI Indexes*
 320 


Why Diversify? Stocks vs. Indexes and Original IFA Index Portfolios
 321 


High Volatility: New IFA Index Portfolio 100
 322 


Moderate Volatility: New IFA Index Portfolio 50
 323 


Low Volatility: New IFA Index Portfolio 10
 324 


Simulated Passive Investor Experiences (SPIEs) in New IFA Index Portfolios
 325 


Simulated Passive Investor Experience
 326 


Monthly Returns of Old IFA Index Portfolios
 327 


Quarterly Returns of Old IFA Index Portfolios
 328 


Annual Returns of Old IFA Index Portfolios
 329 


Positive vs. Negative Returns in Various Time Periods of Original IFA Index Portfolios
 330 


Percentage Days with Gains Versus Annual Returns of S&P 500 Index
 331 


Percentage Days with Gains of S&P 500 Index Versus Years
 332 


Annualized Returns of Various Indexes
 333 


Time Series Construction of the IFA Indexes
 334 


Growth of a Dollar for IFA U.S. Indexes Over the Long Term
 335 


Market Turmoil and the Dow Jones Industrial Average
 336 


Explanation of 12-Year Monthly Rolling Periods
 337 


Index Comparisons
 338 


Large, Small, Value & Growth Indexes Around the World

In Articles Related to Step 9:

 339 


Returns of IFA Domestic Equity Indexes
 340 


Returns of IFA International Equity Indexes
 341 


Returns of IFA Emerging Markets Equity Indexes
 342 


Returns of IFA Real Estate Index
 343 


Returns of IFA Fixed Income Indexes
 344 


Return of IFA Index Portfolios
 345 


IFA Index Portfolios
 346 


Returns of IFA Domestic Equity Indexes
 347 


Returns of IFA International Equity Indexes
 348 


Returns of IFA Emerging Markets Equity Indexes
 349 


Returns of IFA Real Estate Index
 350 


Returns of IFA Fixed Income Indexes
 351 


Return of IFA Index Portfolios
 352 


The Dalbar Study: Average Equity Fund Investor vs. Indexes
 353 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 354 


Returns of IFA Domestic Equity Indexes
 355 


Returns of Domestic Equity Blend in IFA Index Portfolios
 356 


Returns of IFA International Equity Indexes
 357 


Returns of International Equity Blend in IFA Index Portfolios
 358 


Returns of IFA Emerging Markets Equity Indexes
 359 


Returns of IFA Real Estate Index
 360 


Returns of IFA Fixed Income Indexes
 361 


Year End Return of IFA Index Portfolios
 362 


Private Equity Strategies
 363 


Average Annualized Returns of US Private Equity and IFA Indexes
 364 


Relationship Between Equity Returns and Economic Freedom Rank
 365 


Risk vs Reward for 18 Developed Countries
 366 


Equity Returns According to Economic Freedom Rank
 367 


Economic Freedom and Stock Returns
 368 


Risk and Return of 20 Original IFA Index Portfolios and S&P 500 Index
 369 


The Market's Response to Crisis
 370 


Recessions and Unemployment
 371 


Recessions and Unemployment
 372 


Recessions and Unemployment
 373 


Recessions and Unemployment
 374 


Recessions and Unemployment
 375 


Correlation Matrix for 15 IFA Indexes
 376 


Recovery of IFA Index Portfolios and S&P 500 Index
 377 


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

In Articles Related to Step 10:

 378 


Histograms of Simulated Passive Investor Experiences in Original IFA Index Portfolios
 379 


FactSheet Figure 2 and 3 for NEWport
 380 


Time Diversification of 20 Original IFA Index Portfolios Based on Monthly Rolling Data
 381 


People: 5 Dimensions of Risk Capacity
 382 


Index Portfolios: 5 Dimensions of Risk Exposure
 383 


The Color Risk Spectrum
 384 


Color of Risk Spectrum Used for Risk Capacity and Risk Exposure
 385 


Capacity Exposure Optimization
 386 


General Asset Allocations of the IFA Index Portfolios
 387 


Roller Coaster of Risk and Return of New IFA Index Portfolios
 388 


Vanguard Funds vs. Dimensional Funds in New IFA Index Portfolios
 389 


iShares ETFs vs Dimensional Funds in New IFA Index Portfolios
 390 


Investment Advisors' Ratings of Fund Companies
 391 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 392 


Distribution of Monthly Returns of New IFA Index Portfolios
 393 


Risk and Return of 20 IFA Index Portfolios and S&P 500 Index
 394 


Growth of $1,000 in 100 Index Portfolios

In Articles Related to Step 11:

 395 


General Asset Allocations of the IFA Index Portfolios
 396 


Risk and Return Scatter Plot of New IFA Index Portfolios and IFA Indexes
 397 


Time Diversification of NEW IFA Index Portfolio
 398 


Why Diversify? Stocks vs Indexes and New IFA Index Portfolios
 399 


Histograms of Simulated Passive Investor Experiences in New IFA Index Portfolios
 400 


Simulated Passive Investor Experiences (SPIEs) in New IFA Index Portfolios
 401 


Distribution of Monthly Returns of IFA New Index Portfolios
 402 


Positive vs. Negative Returns in New IFA Index Portfolios
 403 


High-Median-Low Monthly Rolling Period Analysis in New IFA Index Portfolios
 404 


Index Comparisons
 405 


IFA Index Portfolios
 406 


Roller Coaster of Risk and Return for New IFA Index Portfolios and IFA Indexes
 407 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 408 


Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:
 409 


Style Drifters: Can You Pick the Next Country Winner?
 410 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 411 


NACUBO Endowments vs. Comparable Allocations of the IFA Index Portfolios*
 412 


Correlations Based on Annual Returns
 413 


Risk Return Scatter Plot of the Fama French Five Risk Factors
 414 


IFA Index Portfolios
 415 


The Hedge Fund Manager Hall of Shame
 416 


Citigroup World Government Bond Index
 417 


Performance of Two Large Non-Traditional Bond Funds
 418 


2014 Annual Advisor Brandscape Survey of 1,437 Financial Advisors
 419 


What Americans Thought Were Their Best Long-Term Investments
 420 


Surveyed Americans Who Choose to Invest In Stocks/Mutual Funds
 421 


Surveyed Americans Who Choose to Invest In Savings Accounts/CDs
 422 


Gold and Silver Index vs IFA Index Portfolios and Indexes
 423 


Reward vs. Risk for Small Cap Indexes
 424 


Reward vs. Risk for Small Cap Indexes
 425 


Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
 426 


Global Market Breakdown
 427 


Vanguard vs Dimensional Fund Advisors
 428 


Investor Success at Capturing Fund Returns With and Without Passive Advisors
 429 


DFA Passive Funds with an Advisor vs. All No-Load Index Funds
 430 


Asset Allocation of IFA's Index Portfolios Utilizing Vanguard Funds
 431 


Vanguard Target Retirement Funds vs. Old IFA Index Portfolios on Glide Path
 432 


Asset Allocation of IFA's Index Portfolios Utilizing iShares ETFs
 433 


Sample Schwab Index Portfolios vs. Old IFA Index Portfolios
 434 


Sample Fidelity Index Portfolios vs. Old IFA Index Portfolios
 435 


Sample T. Rowe Price Index Portfolios vs. Old IFA Index Portfolios
 436 


Fidelity Freedom Funds vs. Old IFA Index Portfolios on Glide Path
 437 


Dimensional Fund Advisors (DFA) Performance Against Conventional Benchmarks
 438 


Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios
 439 


Does It Pay to Extend Bond Maturities Beyond 5 Yrs Considering a Risk Budget?
 440 


Annualized Returns of DFA Funds vs Similar Benchmarks
 441 


New IFA Index Portfolios vs Original IFA Index Portfolios
 442 


OLD IFA Portfolio 90 vs NEW IFA Portfolio 100 Lowest Rolling Period Return Comparison
 443 


Original IFA Index Portfolio 90 vs. IFA Index Portfolio 100
 444 


Applying Direct Profitability Factor to U.S. Value Portfolios
 445 


Applying Direct Profitability to International Large Value
 446 


Applying Direct Profitability to International Small Value
 447 


Applying Direct Profitability to Small and Value Indexes and IFA Index Portfolio 100
 448 


PIMCO Total Return Instl
 449 


IFA Index Portfolio Fixed Income (FI) & IFA Index Portfolio 50
 450 


Emotions of Rebalancers
 451 


The Value of Human and Financial Capital in IFA Index Portfolios
 452 


Emotions of Tax Loss Harvesters
 453 


Probability of Portfolio Survival During Retirement Years

In Articles Related to Step 12:

 454 


Results of the 2014 Retirement Income Literacy Survey
 455 


Distribution of $24 Trillion of Retirement Assets
 456 


Types of Investment Vehicles in 35,472 401(k) Plans
 457 


Percentage of 401(k) Plans Offering Index Funds
 458 


Contribution Limits Change from 2014 to 2015
 459 


20,950 Recommendations from 29 Investment Consulting Firms
 460 


IFA Client Success at Capturing Benchmark Index Returns
 461 


IFA Client Success at Capturing Benchmark Index Returns
 462 


Reward vs. Risk for PIMCO Total Return P Shares and Its Assigned Benchmarks
 463 


PIMCO Total Return P Shares compared to it's Previous Assigned Benchmark
 464 


PIMCO Total Return P Shares
 465 


Reward vs. Risk for PIMCO Total Return P Shares and IFA Indexes
 466 


American Funds New Perspective R6
 467 


Style Drift of American Funds New Perspective R6 Shares
 468 


Pimco High Yield Instl
 469 


T Rowe Price Retirement Income
 470 


T Rowe Price Retirement 2010
 471 


T Rowe Price Retirement 2020
 472 


T Rowe Price Retirement 2030
 473 


T Rowe Price Retirement 2040
 474 


T Rowe Price Retirement 2050
 475 


Baron Small Cap Instl
 476 


Fidelity Advisor Growth Opps I
 477 


Goldman Sachs Mid Cap Value Instl
 478 


MainStay Large Cap Growth I
 479 


MFS Value I
 480 


Scout Mid Cap
 481 


American Funds Europacific Growth R6
 482 


Capitulation Rates by Vanguard 401(k) Plan Participants in a Bear Market
 483 


Target Date Index Portfolio Glide Path Quick Guide - TD Balls
 484 


FactSheet Figure 2 and 3 for NEWport
 485 


People and Portfolios: IFA's Glide Path for Retirement Success
 486 


Vanguard and S&P Target Dates vs IFA Target Date Index Portfolios
 487 


Concentration Risk: Indexes vs. One Stock
 488 


Why Diversify? Stocks vs Indexes and New IFA Index Portfolios
 489 


Value of Tax Loss Harvesting In Different Benefit Periods and Tax Rates (% of AUM)
 490 


Value of Tax Loss Harvesting Across Different Benefit Periods and Tax Rates (Fee)
 491 


Required Minimum Distributions for IRAs
 492 


Longevity for a 65-Year-Old Married Couple
 493 


Estimated Net Flows for One Year
 494 


Estimated Net Flows for One Year
 495 


American Funds - Estimated Net Flows
 496 


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