IFA Index Portfolio 50: Sea Green

Moderate: Suitable for investors who have at least 8 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
Below are IMPLEMENTATIONS of the IFA Index Portfolios utilizing the appropriate funds. Returns will vary from the Index Portfolios.
Taxable
Accts
IRA
Accts
Taxable &
IRA Accts
401k/403b
Plans
Emerging
Affluent
Faith
Based
SustainableCore
Allocation
Diversified
Index Managers

 
Figure 1: IFA Index Portfolio 50 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 Index12.00500$106,1120.49
IFA US Large Cap Value Index12.00251$69,4880.87
IFA US Small Cap Index6.002,296$1,5190.58
IFA US Small Cap Value Index6.001,583$2,3610.85
IFA Global REIT Index6.00338$12,1000.57
IFA International Value Index6.00535$44,4461.05
IFA International Small Company Index3.004,551$1,7370.80
IFA International Small Cap Value Index3.002,105$1,7581.28
IFA Emerging Markets Index1.80998$44,2110.61
IFA Emerging Markets Value Index1.802,194$26,4621.05
IFA Emerging Markets Small Cap Index2.403,126$1,3730.73
IFA One-Year Fixed Income Index10.00nanana
IFA Two-Year Global Fixed Income Index10.00nanana
IFA Short Term Government Index10.00nanana
IFA Five-Year Global Fixed Income Index10.00nanana
*As of March 31, 2013          Total: 100.00 18,477$43,5120.76
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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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 50: Sea Green

Moderate: Suitable for investors who have at least 8 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
Below are IMPLEMENTATIONS of the IFA Index Portfolios utilizing the appropriate funds. Returns will vary from the Index Portfolios.
Taxable
Accts
IRA
Accts
Taxable &
IRA Accts
401k/403b
Plans
Emerging
Affluent
Faith
Based
SustainableCore
Allocation
Diversified
Index Managers