Risk vs. Return

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Multi-Period Returns

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Risk Return Scatter Plot

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High-Low $

4
Why Diversify Stocks

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Gold and Silver vs. IFA Index Portfolios and IFA Indexes

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Why Diversify International

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Roller Coaster

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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
Research

38
Dimensions of Returns

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Performance of Premiums

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IFA Client Success

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Performance Persistence

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t-Stat of Alpha

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Before & After Hiring

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Style Drifters

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Manager's Performance

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Style Drifters Across Decades

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Industrial Rotation

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Country Rotation

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Stock Rotation

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Forecast Accuracy

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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*

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Market Timing Large Caps: Missing the Best Days

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Market Timing Small-Caps: Missing The Best Days

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SPIVA 2021: Active Funds vs. Their Benchmarks: U.S. Equity

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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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SPIVA 2021: Active Funds vs. Their Benchmarks: International Equity

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SPIVA 2021: Active Funds vs. Their Benchmarks: Fixed Income

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SPIVA 2020: Survivorship: Major Equity Classes

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SPIVA 2020: Style Consistency: Major Equity Classes

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The Value of Human and Financial Capital in IFA Index Portfolios

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The Dalbar Study 2019

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U.S. Equity Returns Following Sharp Downturns

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

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Epidemics and Stock Market Performance

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

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Change in Net Asset Flow by Broad Asset Class

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Emotions of Active Investors

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Breakdown of Vanguard Advisor's Alpha

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Riskese: The Language of Risk

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Emotions of Passive Investors

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Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs

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Time Series Construction of the IFA Indexes

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How to Calculate a t-statistic for Any Data Set

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Number of Years Needed for a Statistically Significant Alpha

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Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons

79
Vanguard vs DFA - Select Mutual Fund Comparisons

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The Decline of Warren Buffett's Alpha

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Index Comparisons

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Compare Portfolios

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Pos vs Neg Returns

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IP 100 vs IFA SP 500

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

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

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

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

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The Return Difference of US Value Stocks minus US Growth Stocks

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Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios

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Dimensional Funds vs. Dimensional Indexes

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Short-Term Size and Value Differences