IFA Index Portfolio 80: Purple

Characteristics

Aggressive: Suitable for investors who have at least 14 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher portfolio growth potential.

Figure 0

Allocation

Stock to Bond
Allocation
(80% Stocks / 20% Bonds)

Portfolio Allocation

IFA Indexes*
(Click links for definition of IFA indexes)
Allocation (%)Number of Stocks & Bonds*Wtd Avg Mkt Cap (in $ Mill)*Wtd Avg Book to Market*
IFA US Large Company Index9.60502$120,3890.42
IFA US Large Cap Value Index9.60215$74,6570.76
IFA US Small Cap Index16.002,203$1,8930.48
IFA US Small Cap Value Index16.001,501$2,7500.74
IFA Global REIT Index4.00356$11,0350.65
IFA International Value Index4.80526$57,3380.94
IFA International Small Company Index4.804,339$2,2220.7
IFA International Small Cap Value Index4.802,057$2,3921.07
IFA Emerging Markets Index3.201,038$42,1400.65
IFA Emerging Markets Value Index3.202,235$25,3561.12
IFA Emerging Markets Small Cap Index4.003,227$1,2670.76
IFA One-Year Fixed Income Index5.00N/AN/AN/A
IFA Two-Year Global Fixed Income Index5.00N/AN/AN/A
IFA Short Term Government Index5.00N/AN/AN/A
IFA Five-Year Global Fixed Income Index5.00N/AN/AN/A
*As of Tuesday, December 31, 2013100.00%18,199$31,3660.69

Figure 1

FactSheet Figure 2 and 3 for NEWport


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Figure 3

General Asset Allocations of the NEW IFA Index Portfolios (NEWports)


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Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes

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Time Diversification of NEW IFA Index Portfolio

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

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207 U.S. Mutual Funds vs IFA Indexes and Index Portfolios

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Histograms of Simulated Passive Investor Experiences (New IFA Index Portfolios)

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Simulated Passive Investor Experiences (SPIEs) New Portfolios

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

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Positive vs. Negative Returns in Various Time Periods (New IFA Index Portfolios)

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High-Median-Low Monthly Rolling Period Analysis IFA New Portfolios

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Index Comparisons

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IFA Index Portfolio Comparisons

Figure 15

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

Figure 16

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

Figure 17

Stock Pickers: Can You Pick the Next Winner From These* Dow Stocks?

Figure 18

Style Drifters: Can You Pick the Next Country Winner?

Figure 19

Investor Success at Capturing Fund Returns With and Without Passive Advisors
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