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Introduction
Step 1: Active Investors
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Step 3: Stock Pickers
Step 4: Time Pickers
Step 5: Manager Pickers
Step 6: Style Drifters
Step 7: Silent Partners
Step 8: Riskese
Step 9: History
Step 10: Risk Capacity
Step 11: Risk Exposure
Step 12: Invest and Relax
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Chart Library(85)

24,540 views

The data provided in charts referring to IFA Index Portfolios or IFA Indexes is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

Chart Library (85)

Multi-Period Returns and Risks

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Risk Return: 3 Index Portfolio Options
3
Risk Return: 3 Index Portfolio Options

Step 1: Active Investors

Emotions of Active Investors
4
Emotions of Active Investors
Emotions of Passive Investors
5
Emotions of Passive Investors
The Value of Advice
6
The Value of Advice
The Dalbar Study
7
The Dalbar Study

Step 3: Stock Picking

SPIVA - Index Versus Active
8
SPIVA - Index Versus Active
Decline of Buffett's Alpha
9
Decline of Buffett's Alpha
Stock Rotation
10
Stock Rotation
t-Stat of Alpha
11
t-Stat of Alpha
Why Diversify Stocks
12
Why Diversify Stocks
SPIVA - International Funds
13
SPIVA - International Funds
SPIVA Fixed Income
14
SPIVA Fixed Income
SPIVA Survivors
15
SPIVA Survivors

Step 4: Market Timing

Forecast Accuracy
16
Forecast Accuracy
Missing the Best Days in Large Caps
17
Missing the Best Days in Large Caps
Results of Getting In at Different Times
18
Results of Getting In at Different Times
Importance of Staying the Course
19
Importance of Staying the Course
S&P 500 Index Average Annualized Returns After Market Highs
20
S&P 500 Index Average Annualized Returns After Market Highs
Market Volatility is Normal: The Case for Staying Invested
21
Market Volatility is Normal: The Case for Staying Invested
S&P 500 Index Average Annualized Returns After Market Declines
22
S&P 500 Index Average Annualized Returns After Market Declines

Step 5: Manager Pickers

Before & After Hiring
23
Before & After Hiring
The Fired Beat the Hired
24
The Fired Beat the Hired
t-Stat of Alpha
25
t-Stat of Alpha
t-Stat of the Alpha
26
t-Stat of the Alpha
t-Stat of Data Set
27
t-Stat of Data Set

Step 6: Style Drifters and Asset Class Rotations

Style Drifters
28
Style Drifters
Gold and Silver
29
Gold and Silver
Country Rotation
30
Country Rotation
Rotation of Returns
31
Rotation of Returns
Industrial Rotation
32
Industrial Rotation
SPIVA Year-End 2025: Style Consistency: Major Equity Classes
33
SPIVA Year-End 2025: Style Consistency: Major Equity Classes
SPIVA Year-End 2024: Survivorship: Major Equity Classes
34
SPIVA Year-End 2024: Survivorship: Major Equity Classes
Randomness of Size, Value and Profitability Factor Excess Returns
35
Randomness of Size, Value and Profitability Factor Excess Returns
Returns and Risks of Large, Mid, and Small Caps
36
Returns and Risks of Large, Mid, and Small Caps

Step 8: Riskese (Distributions and Statistics)

Markov Chain Analysis of Coins and Market Data
37
Markov Chain Analysis of Coins and Market Data
The Hebner Model
38
The Hebner Model
Standard Deviation Ranges
39
Standard Deviation Ranges
Daily 30 Day Returns
40
Daily 30 Day Returns
MarketCoin Flip
41
MarketCoin Flip
Coins and Markets - 1 Coin
42
Coins and Markets - 1 Coin
Coins and Markets - 2 Coins
43
Coins and Markets - 2 Coins
Coins and Markets - 3 Coins
44
Coins and Markets - 3 Coins
Comparison of Index Portfolio Return Calculations
45
Comparison of Index Portfolio Return Calculations
Monthly Returns in Motion
46
Monthly Returns in Motion
Bell Curves of Index Portfolios
47
Bell Curves of Index Portfolios
Bell Curve Comparisons
48
Bell Curve Comparisons
High-Low in Dollars
49
High-Low in Dollars
High-Low Ranges
50
High-Low Ranges
Roller Coaster
51
Roller Coaster
Histograms of SPIEs
52
Histograms of SPIEs
Time Diversification
53
Time Diversification
Riskese
54
Riskese

Step 9: History

Positive vs Negative Returns
55
Positive vs Negative Returns
Compare Portfolios
56
Compare Portfolios
Simulated Passive Investors
57
Simulated Passive Investors
Monthly Returns Line Chart
58
Monthly Returns Line Chart
Index Portfolios Over Time
59
Index Portfolios Over Time
Index Portfolios Sorting
60
Index Portfolios Sorting
Growth of $1, Return and Risk
61
Growth of $1, Return and Risk
Growth of $1 in Indexes and Portfolios
62
Growth of $1 in Indexes and Portfolios
Time Series Construction
63
Time Series Construction
Growth of $ IFA US Indexes Long Term
64
Growth of $ IFA US Indexes Long Term
Small vs Large Caps
65
Small vs Large Caps
Small Value vs Large Growth
66
Small Value vs Large Growth
Market vs T-Bills
67
Market vs T-Bills
Value vs Growth
68
Value vs Growth
Total vs Partial Return Indices
69
Total vs Partial Return Indices
Epidemics and Returns
70
Epidemics and Returns

Step 11: Risk Exposure

Fama French Five-Factor Model
71
Fama French Five-Factor Model
Performance of Premiums
72
Performance of Premiums
Index Portfolio Comparisons
73
Index Portfolio Comparisons
Index Portfolios Summary Statistics
74
Index Portfolios Summary Statistics
Short-Term Size & Value Differences
75
Short-Term Size & Value Differences
Risk Premium Distributions
76
Risk Premium Distributions
Global Equity Returns by Country
77
Global Equity Returns by Country
Dimensional vs Vanguard Funds
78
Dimensional vs Vanguard Funds
Vanguard vs. Dimensional Portfolios
79
Vanguard vs. Dimensional Portfolios
Dimensional Funds vs Indexes
80
Dimensional Funds vs Indexes
Dimensional Funds Compared Primarily to Dimensional Indexes
81
Dimensional Funds Compared Primarily to Dimensional Indexes

Step 12: Invest and Relax

Human vs Financial Capital
82
Human vs Financial Capital
Emotions of Active Investors
83
Emotions of Active Investors
Emotions of Passive Investors
84
Emotions of Passive Investors
Tax Loss Harvesting
85
Tax Loss Harvesting
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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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