Risk vs. Return

1
Multi-Period Returns

2
Risk Return Scatter Plot

3
High-Low $

4
Why Diversify Stocks

5
Gold and Silver vs. IFA Index Portfolios and IFA Indexes

6
Why Diversify International

7
Roller Coaster

8
Monthly Returns of IFA Index Portfolios

9
High-Low %

10
Risk and Reward of IFA Indexes

11
Risk and Return of 20 IFA Index Portfolios and IFA SP 500 Index

12
Annual Returns of 20 IFA Index Portfolios and IFA SP 500 Index Since 1928

13
Annual Returns of 15 IFA Indexes

14
Index Portfolio Risk and Return Data

15
The 2010s: Risk and Return of IFA Indexes

16
The 2000s: Risk and Return of IFA Indexes

17
The 1990s: Risk and Return of IFA Indexes

18
The 1980s: Risk and Return of IFA Indexes

19
The 1970s: Risk and Return of IFA Indexes

20
Five Decades: Risk and Return of IFA Indexes

21
IFA California Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios

22
IFA New York Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios

23
Time Diversification of IFA Index Portfolios

24
Fortune Magazine's Most Admired Companies from 2001 and IFA Index Portfolios

25
The Decline of Warren Buffett's Alpha
Research

36
Dimensions of Returns

37
Performance of Premiums

38
IFA Client Success

39
Performance Persistence

40
t-Stat of Alpha

41
Before & After Hiring

42
Style Drifters

43
Manager's Performance

44
Style Drifters Across Decades

45
Industrial Rotation

46
Country Rotation

47
Stock Rotation

48
Forecast Accuracy

49
Intra-Year vs. Year-End

50
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*

51
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*

52
Market Timing Large Caps: Missing the Best Days

53
Market Timing Small-Caps: Missing The Best Days

54
SPIVA 2020: Active Funds vs. Their Benchmarks: U.S. Equity

55
Market Timing: Growth of $1,000 in the IFA SP 500 Index

56
Returns During Republican and Democrat Unified Government Control

57
SPIVA 2020: Active Funds vs. Their Benchmarks: International Equity

58
SPIVA 2020: Active Funds vs. Their Benchmarks: Fixed Income

59
SPIVA 2019: Survivorship: Major Equity Classes

60
SPIVA 2019: Style Consistency: Major Equity Classes

61
The Value of Human and Financial Capital in IFA Index Portfolios

62
The Dalbar Study 2019

63
U.S. Equity Returns Following Sharp Downturns

64
Average Total Returns after Downturns: Fama/French Total US Market Research Index

65
Epidemics and Stock Market Performance

66
How Many of Top 100 Funds Remain in the Top 100 the Following Year?

67
Change in Net Asset Flow by Broad Asset Class

68
Emotions of Active Investors

69
Breakdown of Vanguard Advisor's Alpha

70
Riskese: The Language of Risk

71
Emotions of Passive Investors

72
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs

73
Time Series Construction of the IFA Indexes

74
How to Calculate a t-statistic for Any Data Set

75
Number of Years Needed for a Statistically Significant Alpha

76
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons

77
Short-Term Size and Value Differences

78
Vanguard vs DFA - Select Mutual Fund Comparisons

79
The Decline of Warren Buffett's Alpha

80
Index Comparisons

81
Compare Portfolios

82
Pos vs Neg Returns

83
IP 100 vs IFA SP 500

84
Growth of a Dollar for IFA Indexes Over Selected Periods (Log Scale)

85
The Return Differences of US Small Value Index minus US Large Growth Index

86
The Return Differences of US Small Cap Stocks minus US Large Cap Stocks

87
The Return Differences of Total US Market minus 30-day T-Bill

88
The Return Difference of US Value Stocks minus US Growth Stocks

89
NACUBO Endowments vs. Comparable Allocations of the IFA Index Portfolios

90
Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios

91
Dimensional Funds vs. Dimensional Indexes