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
9
Monthly Returns of IFA Index Portfolios
10
High-Low %
11
Risk and Reward of IFA Indexes
12
Risk and Return of 20 IFA Index Portfolios and IFA SP 500 Index
13
Annual Returns of 20 IFA Index Portfolios and IFA SP 500 Index Since 1928
14
Annual Returns of 15 IFA Indexes
15
Index Portfolio Risk and Return Data
16
The 2010s: Risk and Return of IFA Indexes
17
The 2000s: Risk and Return of IFA Indexes
18
The 1990s: Risk and Return of IFA Indexes
19
The 1980s: Risk and Return of IFA Indexes
20
The 1970s: Risk and Return of IFA Indexes
21
Five Decades: Risk and Return of IFA Indexes
22
IFA California Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios
23
IFA New York Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios
24
Time Diversification of IFA Index Portfolios
25
Fortune Magazine's Most Admired Companies from 2001 and IFA Index Portfolios
26
The Decline of Warren Buffett's Alpha
27
Estimates of Concentration Risk: Indexes vs. One Stock in that Index
Research
38
Dimensions of Returns
39
Evidence of a Lack of Stock Picking Skill Among Fund Managers
40
Performance of Premiums
41
Dimensions of Global Returns
42
Integrating Multiple Premiums
43
Diversification
44
IFA Client Success
45
Fiduciary-Minded Advisor
46
Performance Persistence
47
Manager's Performance
48
Before & After Hiring
49
Country Rotation
50
Style Drifters
51
t-Stat of Alpha
52
Stock Rotation
53
Industrial Rotation
54
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
58
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
59
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
60
Market Timing Small-Caps: Missing The Best Days
61
Market Timing: Growth of $1,000 in the IFA SP 500 Index
62
Returns During Republican and Democrat Unified Government Control
63
The Allure of Market Timing: Missing the Worst Days
64
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
67
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?
74
Emotions of Active Investors
75
Breakdown of Vanguard Advisor's Alpha
76
Change in Net Asset Flow by Broad Asset Class
77
Riskese: The Language of Risk
78
Time Series Construction of the IFA Indexes
79
Emotions of Passive Investors
80
How to Calculate a t-statistic for Any Data Set
81
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs
82
Number of Years Needed for a Statistically Significant Alpha
83
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons
84
Growth of $ IFA US Indexes Long Term
85
Market Turmoil and the Dow Jones Industrial Average
86
Vanguard vs DFA - Comparisons
87
Decline of Warren Buffet's Alpha
88
Vanguard vs. DFA in IFA Index Portfolios
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