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

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High-Low %

11
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

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

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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

25
Fortune Magazine's Most Admired Companies from 2001 and IFA Index Portfolios

26
The Decline of Warren Buffett's Alpha
Research

37
Dimensions of Returns

38
Performance of Premiums

39
IFA Client Success

40
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 2020: 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 2020: Active Funds vs. Their Benchmarks: International Equity

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

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SPIVA 2019: Survivorship: Major Equity Classes

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SPIVA 2019: Style Consistency: Major Equity Classes

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The Value of Human and Financial Capital in IFA Index Portfolios

63
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

66
Epidemics and Stock Market Performance

67
How Many of Top 100 Funds Remain in the Top 100 the Following Year?

68
Change in Net Asset Flow by Broad Asset Class

69
Emotions of Active Investors

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Breakdown of Vanguard Advisor's Alpha

71
Riskese: The Language of Risk

72
Emotions of Passive Investors

73
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs

74
Time Series Construction of the IFA Indexes

75
How to Calculate a t-statistic for Any Data Set

76
Number of Years Needed for a Statistically Significant Alpha

77
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons

78
Vanguard vs DFA - Select Mutual Fund Comparisons

79
The Decline of Warren Buffett's Alpha

80
Index Comparisons

81
Compare Portfolios

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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

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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

92
Short-Term Size and Value Differences