Step 11: Risk Exposure

Risk Exposure
Analyze your five dimensions of risk exposure
Untitled Document

Interactive and Dynamic Charts


Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
1
35 Yrs Risk Reward
Chart-with Dow Jones
35 Yrs Risk Reward
2
Distribution of Mo.
Returns: 50 Yrs
3
Rollercoaster of
Risk&Return: 50 Yrs

4
Hi-Avg-Lo Rolling
Period: 50 Yrs

5
IFA vs. Vanguard
with IFA Weights

6
Distribution of Monthly Rolling Period Returns for 20 Portfolios

7
Time Diversification of 20 Indexes: 50 Yrs

8
Galton Board
Comparison to IP60
Galton Board
9
Monthly Returns of S&P 500
vs 5 Dice
Monthly Returns of S&P 500
10
Rolling Period Percentage
Gain vs Loss
Rolling Period Percentage
11
Market Forces:
Why Price Change
Market Forces
12
Index Comparisons


13
Explanation of Monthly Rolling Periods
14
Normal Distribution of IFA Index Portfolios

15
People and Portfolios


16

 

get flash The Interactive Charts require Adobe Flash to run. Please click here and visit Adobe's webpage to download the latest version.

1

Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
Enlargeto top

 

 


2

Enlargeto top

 


3

Distribution of Monthly Returns of IFA Index Portfolios and Sim. SP500

Enlargeto top

 


4

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

Enlargeto top

 


5

High-Average-Low Monthly Rolling Period Analysis

Enlargeto top

 


6

Vanguard Funds vs DFA Funds in IFA Index Portfolios

Enlargeto top



7

Histograms of Simulated Passive Investor Experiences

Enlargeto top

- Rolling Period Data

 


8

Time Diversification of 20 Index Portfolios Based on Monthly Rolling Data

Enlarge

to top


9


Nine Foot Galton Board to top
 
10


Enlarge to top
 
11
 
12


Hebner Model to top

 
 
13

Index Comparisons

Enlarge to top

 

14

Simulated Passive Investor Experiences (SPIEs)

to top

 
 
15

Normal Distributions of IFA Index Portfolios

to top

 
 
16

The Value of Human and Financial Capital on the Glide Path Over a Lifetime

to top

 

 

Call or Email
Index Funds Advisors, Inc. All rights reserved.
 Backtested Performance Info
 
This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Recovery Program for Active Investors book or eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.) For a copy of the Index Funds Advisors, Inc. Privacy Policy, click here.

  • IFA
  • IFA_tv
  • IFA_401k
  • IFA_YouTube
  • IFA_iTune
  • IFA_Vimeo
  • IFA_Facebook
  • IFA_Twitter
  • IFA_Mobile
  • Book_Amazon
  • Book_Kindle
  • Book_iBook
  • Book_Nook

Index Funds Advisors, Inc.    
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150  —  Irvine, CA 92612  
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050  —  Fax: 949-502-0048 — Email:
For several other offices and representative locations, see About Us.