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
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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
15
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
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
Performance of Premiums
40
Dimensions of Global Returns
41
IFA Client Success
42
Performance Persistence
43
t-Stat of Alpha
44
Before & After Hiring
45
Style Drifters
46
Manager's Performance
47
Style Drifters Across Decades
48
Industrial Rotation
49
Country Rotation
50
Stock Rotation
51
Forecast Accuracy
52
Intra-Year vs. Year-End
53
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
54
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
55
Market Timing Large Caps: Missing the Best Days
56
Market Timing Small-Caps: Missing The Best Days
57
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
59
Returns During Republican and Democrat Unified Government Control
60
SPIVA 2021: Active Funds vs. Their Benchmarks: International Equity
61
SPIVA 2021: Active Funds vs. Their Benchmarks: Fixed Income
62
SPIVA 2020: Survivorship: Major Equity Classes
63
SPIVA 2020: Style Consistency: Major Equity Classes
64
The Value of Human and Financial Capital in IFA Index Portfolios
65
The Dalbar Study 2019
66
U.S. Equity Returns Following Sharp Downturns
67
Average Total Returns after Downturns: Fama/French Total US Market Research Index
68
Epidemics and Stock Market Performance
69
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
70
Change in Net Asset Flow by Broad Asset Class
71
Emotions of Active Investors
72
Breakdown of Vanguard Advisor's Alpha
73
Riskese: The Language of Risk
74
Emotions of Passive Investors
75
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs
76
Time Series Construction of the IFA Indexes
77
How to Calculate a t-statistic for Any Data Set
78
Number of Years Needed for a Statistically Significant Alpha
79
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons
80
Vanguard vs DFA - Comparisons
81
Decline of Warren Buffet's Alpha
82
Index Comparisons
83
Compare Portfolios
84
Pos vs Neg Returns
85
IP 100 vs IFA SP 500
86
Growth of a Dollar for IFA Indexes Over Selected Periods (Log Scale)
87
The Return Differences of US Small Value Index minus US Large Growth Index
88
The Return Differences of US Small Cap Stocks minus US Large Cap Stocks
89
The Return Differences of Total US Market minus 30-day T-Bill
90
The Return Difference of US Value Stocks minus US Growth Stocks
91
Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios
92
Dimensional Funds vs. Dimensional Indexes
93
Short-Term Size and Value Differences