IFA Index Portfolio 80: Purple


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


Stock to Bond
(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

Figure 2

Figure 3

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

Figure 4

Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes

Figure 5

Time Diversification of NEW IFA Index Portfolio

Figure 6

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

Figure 7

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

Figure 8

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

Figure 9

Simulated Passive Investor Experiences (SPIEs) New Portfolios

Figure 10

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

Figure 11

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

Figure 12

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

Figure 13

Index Comparisons

Figure 14

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