IFA Index Portfolio 10: Light Yellow

Highly Conservative: Suitable for investors who have at least 4 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth with an emphasis on capital preservation.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
Below are methods for implementing this level of risk. Due to differences, returns will vary from the IFA Index Portfolio (see here).
Taxable
Accts		IRA
Accts		Taxable &
IRA Accts		401k/403b
Plans		Socially
Responsible		Environmentally
Conscious		Core
Allocation		Diversified
Index Managers

 
Figure 1: IFA Index Portfolio 10 Allocation
  100 Allocations Available to Clients
 IFA Indexes*
(Click links for definition of IFA indexes)
Percentage
Allocation (%)
 Number of Stocks
& Bonds*		 Wtd Avg
Mkt Cap
(in $ Mill)*		 Wtd Avg Book to Market*
IFA US Large Company Index4503$95,2980.55
IFA US Large Cap Value Index4228$51,6581.06
IFA US Small Cap Index22,465$1,1780.69
IFA US Small Cap Value Index21,528$1,8591.02
IFA Real Estate Index2322$9,7680.74
IFA International Value Index2533$40,2811.19
IFA International Small Company Index14,806$1,3630.97
IFA International Small Cap Value Index12,230$1,2551.62
IFA Emerging Markets Index0.6874$42,7090.60
IFA Emerging Markets Value Index0.62,199$27,4221.06
IFA Emerging Markets Small Cap Index0.82,619$1,2530.86
IFA One-Year Fixed Income Index20nanana
IFA Two-Year Global Fixed Income Index20nanana
IFA Short Term Government Index20nanana
IFA Five-Year Global Fixed Income Index20nanana
*As of December 31, 2011          Total: 100 18,307$36,9850.90
IFA considers diversified Index Portfolios to represent an investment in global Capitalism. - youtube
 
Figure 2: Risk and Return Data and Charts for 100 IFA Index Portfolios (Link)
IFA Index Portfolio


Figure 4
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2012 Year To Date Returns for IFA Index Portfolios and Indexes

Data as of Market Close 2/3/12


  • Index Portfolios
  • YTD1
  • Value2
  • Risk3
  • IFA Indexes
  • YTD1
  • Value2
  • Risk3


  • Other Indexes
  • YTD1
  • Value2
  • Risk3
  • Sim. S&P 500
  • SP500
  • 7.07%
  • 1,496
  • 18.40
1 When IFA Indexes are shown in Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum IFA fee. Your fee may be less depending on assets under management at IFA. Unless indicated otherwise, data shown for each individual IFA Index is shown without a deduction of the IFA advisory fee. It is important to understand that the assumption of annual rebalancing has an impact on the monthly returns reported for the IFA index portfolios in both this Table, Table 11.9 and in the Index Calculator. The reason for this difference is that with annual rebalancing, the monthly returns are calculated by applying the asset class percentages to the year-to-date returns as of the beginning and the end of the month, unlike monthly rebalancing which assumes that the portfolio is perfectly in balance at the beginning of the month. At a month-end or year-end, the returns shown above may differ slightly from the returns shown on IFA's big table due to the different methods used in the calculation of the impact of advisory fees. See ifabt.com.
2 Index Value based on starting value of one, as of Jan 1, 1928. Source: ifabt.com, dfaus.com. & yahoo.com.
3 The risk measure is calculated as the annualized standard deviation of monthly returns for 83 years from 1/1/1928 to 12/30/2011. (See Index Calculator)
Sources, Updates, and Disclosures: ifabt.com
2008 Year End Data | 2009 Year End Data | 2010 Year End Data | 2011 Year End Data

Figure 5

General Asset Allocation of IFA Index Portfolios


Figure 6

Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes


Figure 7

Time Diversification of 20 Index Portfolios Based on Monthly Rolling Data


Figure 8

Risk Return Scatter Plot of Stocks, Gold, IFA Index Portfolios, and IFA Indexes


Figure 9

Histograms of Simulated Passive Investor Experiences


Figure 10

Simulated Passive Investor Experiences (SPIEs)


Figure 11

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


Figure 12

20 IFA Index Portfolios and S&P 500 Index Rolling Period Performance


Figure 13

High-Average-Low Monthly Rolling Period Analysis


Figure 14

Index Comparisons


Figure 15

IFA Index Portfolio Comparisons


Figure 16

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


Figure 17

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


Figure 18

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


Figure 19

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


Figure 20

Style Drifters: Can You Pick the Next Country Winner?


Figure 21

Investor Success at Capturing Fund Returns With and Without Passive Advisors
 

IFA Index Portfolio 10: Light Yellow

Highly Conservative: Suitable for investors who have at least 4 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth with an emphasis on capital preservation.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
Below are methods for implementing this level of risk. Due to differences, returns will vary from the IFA Index Portfolio (see here).
Taxable
Accts		IRA
Accts		Taxable &
IRA Accts		401k/403b
Plans		Socially
Responsible		Environmentally
Conscious		Core
Allocation		Diversified
Index Managers
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 Backtested Performance Info
 

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