IFA Index Portfolio 70: Dark Teal

Moderately Aggressive: Suitable for investors who have at least 12 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.

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 70 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 Index16.00500$106,1120.49
IFA US Large Cap Value Index16.00251$69,4880.87
IFA US Small Cap Index8.002,296$1,5190.58
IFA US Small Cap Value Index8.001,583$2,3610.85
IFA Global REIT Index8.00338$12,1000.57
IFA International Value Index8.00535$44,4461.05
IFA International Small Company Index4.004,551$1,7370.80
IFA International Small Cap Value Index4.002,105$1,7581.28
IFA Emerging Markets Index2.40998$44,2110.61
IFA Emerging Markets Value Index2.402,194$26,4621.05
IFA Emerging Markets Small Cap Index3.203,126$1,3730.73
IFA One-Year Fixed Income Index5.00nanana
IFA Two-Year Global Fixed Income Index5.00nanana
IFA Short Term Government Index5.00nanana
IFA Five-Year Global Fixed Income Index5.00nanana
*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 70: Dark Teal

Moderately Aggressive: Suitable for investors who have at least 12 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.

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