IFA Index Portfolio 90: Gold

Highly Aggressive: Suitable for investors who have at least 15 years before needing approximately 20% of their investments and are willing to accept a very high degree of volatility in exchange for maximum portfolio growth potential.

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
United Kingdom
Residents
Australia
Residents

IFA Diversified Index Managers Implementation
Compare Indexes: Various Indexes - iShares (ETFs) - Vanguard
General Asset
Class Allocation
Specific IFA Index
Allocation
Portfolio Account Index
Funds Allocation (Fund Symbols)
Number of Holdings**Wtd Avg Mkt Cap (millions)**Wtd Avg Book-to
-Market**
40%US Large20.00%IFA US Large Company Index20.00%DFA US Large Company (DFUSX)
S&P Depository Receipts (SPY)
Schwab S&P 500 (SWPPX)
Fidelity S&P 500 (FSMKX)
Schwab US Large-Cap ETF (SCHX)
Vanguard 500 Index Fund (VFINX)
503



7471
5071
$95,298




$35,900*1
0.55




0.501
20.00%IFA US Large Cap Value Index20.00%DFA US Large Cap Value (DFLVX)
Schwab US Large-Cap Value ETF (SCHV)
Vanguard Value Index (VTV or VIVAX)
228

3231
4131
$51,658


$31,700*1
1.06


0.711
20%US Small10.00%IFA US Small Cap Index10.00%DFA US Small Cap (DFSTX)
Schwab US Small-Cap ETF (SCHA)
Vanguard Small Cap Index (VB or NAESX)
2,465
1,7551
1,7361
$1,178

$1,000*1
0.69

0.671
10.00%IFA US Small Cap Value Index10.00%DFA US Targeted Value (DFFVX)1,528$1,8591.02
10%Real Estate10.00%IFA Real Estate Index10.00%DFA Global Real Estate Securities (DFGEX)
Vanguard REIT Fund (VNQ or VGSIX)
Vanguard Global ex-US. Real Estate Index (VNQI or VGXRX)
322

981

4242
$9,768

$2,7001

NA2
0.74

0.831

NA2
20%International10.00%IFA International Value Index10.00%DFA International Value (DFIVX)
iShares EAFE Value ETF (EFV)
533
6071
$40,281
$32,4801
1.19
0.861
5.00%IFA International Small Company Index5.00%DFA International Small Company (DFISX)
Schwab International Small-Cap ETF (SCHC)
4,806

9111
$1,363
0.97
5.00%IFA International Small Cap Value Index5.00%DFA International Small Cap Value (DISVX)2,230$1,2551.62
10%Emerging Markets3.00%IFA Emerging Markets Index3.00%DFA Emerging Markets (DFEMX)
Schwab Emerging Markets Equity ETF (SCHE)
Vanguard Emerging Markets ETF (VWO or VEIEX)
874

4841
7781
$42,709


$10,900*1
0.6


0.591
3.00%IFA Emerging Markets Value Index3.00%DFA Emerging Markets Value (DFEVX)2,199$27,4221.06
4.00%IFA Emerging Markets Small Cap Index4.00%DFA Emerging Small Cap (DEMSX)2,619$1,2530.86
0%Fixed Income0.00%IFA One-Year Fixed Income Index0.00%DFA One-Year Fixed Income (DFIHX)
Vanguard Short-Term Government Bond Index (VSBIX)
nanana
0.00%IFA Two-Year Global Fixed Income Index0.00%DFA Two-Year Global Fixed Income (DFGFX)nanana
0.00%IFA Short Term Government Index0.00%DFA Short Term Government (DFFGX)
Vanguard Intermediate-Term Government Bond Index (VIIGX)
nanana
0.00%IFA Five-Year Global Fixed Income Index0.00%DFA Five-Year Global Fixed Income (DFGBX)nanana
**As of December 31, 2011                                       *Median or average market cap is shown because weighted average market cap is not given.
1Note: Vanguard data as of 4/30/2009; iShares data as of 3/31/2009; Schwab ETF data as of 6/8/2010
2Vanguard Global ex-US Real Estate as of 1/28/2011
 

IFA Index Portfolio 90: Gold

Highly Aggressive: Suitable for investors who have at least 15 years before needing approximately 20% of their investments and are willing to accept a very high degree of volatility in exchange for maximum portfolio growth potential.

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
United Kingdom
Residents
Australia
Residents
Index Funds Advisors, Inc. All rights reserved.
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