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
Short-Term Size & Value Differences
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Monthly Returns of IFA Index Portfolios
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High-Low %
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Risk and Reward of IFA Indexes
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Risk and Return of 20 IFA Index Portfolios and IFA SP 500 Index
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Annual Returns of 20 IFA Index Portfolios and IFA SP 500 Index Since 1928
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Annual Returns of 15 IFA Indexes
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Index Portfolio Risk and Return Data
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The 2010s: Risk and Return of IFA Indexes
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The 2000s: Risk and Return of IFA Indexes
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The 1990s: Risk and Return of IFA Indexes
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The 1980s: Risk and Return of IFA Indexes
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The 1970s: Risk and Return of IFA Indexes
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Five Decades: Risk and Return of IFA Indexes
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IFA California Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios
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IFA New York Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios
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Time Diversification of IFA Index Portfolios
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Fortune Magazine's Most Admired Companies from 2001 and IFA Index Portfolios
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The Decline of Warren Buffett's Alpha
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Estimates of Concentration Risk: Indexes vs. One Stock in that Index
Distributions
28
Growth of $ IFA US Indexes Long Term
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Random Walk
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Distribution Monthly
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Histograms of SPIEs
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Distribution Monthly
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Estimated Distributions
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Historical Returns
35
Premium Distributions
36
Simulated Passive Investor Experiences (SPIEs) in IFA Index Portfolios
37
Histogram of the Daily Percentage Returns for the IFA SP 500 Index for 2020
38
Bell-Shaped Curve Showing Standard Deviations
Research
39
Dimensions of Returns
40
Performance of Premiums
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Dimensions of Global Returns
42
Integrating Multiple Premiums
43
Diversification
44
IFA Client Success
45
Fiduciary-Minded Advisor
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Performance Persistence
47
Manager's Performance
48
Before & After Hiring
49
Country Rotation
50
Style Drifters
51
t-Stat of Alpha
52
Stock Rotation
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Industrial Rotation
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Forecast Accuracy
55
Average Annualized Returns for S&P 500 Index After Market Highs and Declines
56
Style Drifters Across Decades
57
Intra-Year vs. Year-End
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Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
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Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
60
Market Timing Small-Caps: Missing The Best Days
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Market Timing: Growth of $1,000 in the IFA SP 500 Index
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Returns During Republican and Democrat Unified Government Control
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The Allure of Market Timing: Missing the Worst Days
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Market Timing Large Caps: Missing the Best Days
65
SPIVA Year-End 2021: Active Funds vs. Their Benchmarks: Fixed Income
66
SPIVA Year-End 2021: Survivorship: Major Equity Classes
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SPIVA Year-End 2021: Active Funds vs. Their Benchmarks: U.S. Equity
68
The Value of Human and Financial Capital in IFA Index Portfolios
69
The Dalbar Study
70
SPIVA Year-End 2021: Style Consistency: Major Equity Classes
71
SPIVA Year-End 2021: Active Funds vs. Their Benchmarks: International Equity
72
Epidemics and Stock Market Performance
73
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
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U.S. Equity Returns Following Sharp Downturns
75
Emotions of Active Investors
76
Breakdown of Vanguard Advisor's Alpha
77
Change in Net Asset Flow by Broad Asset Class
78
Average Total Returns after Downturns: Fama/French Total US Market Research Index
79
Riskese: The Language of Risk
80
Time Series Construction of the IFA Indexes
81
Emotions of Passive Investors
82
How to Calculate a t-statistic for Any Data Set
83
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs
84
Number of Years Needed for a Statistically Significant Alpha
85
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons
86
Vanguard vs DFA - Comparisons
87
Vanguard vs. DFA in IFA Index Portfolios
88
Decline of Warren Buffet's Alpha
89
Index Comparisons
90
Compare Portfolios
91
Pos vs Neg Returns
92
IP 100 vs IFA SP 500
93
Growth of a Dollar for IFA Indexes Over Selected Periods (Log Scale)
94
The Return Differences of US Small Value Index minus US Large Growth Index
95
The Return Differences of US Small Cap Stocks minus US Large Cap Stocks
96
The Return Differences of Total US Market minus 30-day T-Bill
97
The Return Difference of US Value Stocks minus US Growth Stocks
98
Dimensional Funds, Indexes and Benchmarks Portfolios
99
Dimensional Funds vs. Dimensional Indexes
100
Short-Term Size and Value Differences