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
16
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
20
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
Research
37
Dimensions of Returns
38
Performance of Premiums
39
IFA Client Success
40
Performance Persistence
41
t-Stat of Alpha
42
Before & After Hiring
43
Style Drifters
44
Manager's Performance
45
Style Drifters Across Decades
46
Industrial Rotation
47
Country Rotation
48
Stock Rotation
49
Forecast Accuracy
50
Intra-Year vs. Year-End
51
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
52
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
53
Market Timing Large Caps: Missing the Best Days
54
Market Timing Small-Caps: Missing The Best Days
55
SPIVA 2020: Active Funds vs. Their Benchmarks: U.S. Equity
56
Market Timing: Growth of $1,000 in the IFA SP 500 Index
57
Returns During Republican and Democrat Unified Government Control
58
SPIVA 2020: Active Funds vs. Their Benchmarks: International Equity
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SPIVA 2020: Active Funds vs. Their Benchmarks: Fixed Income
60
SPIVA 2019: Survivorship: Major Equity Classes
61
SPIVA 2019: Style Consistency: Major Equity Classes
62
The Value of Human and Financial Capital in IFA Index Portfolios
63
The Dalbar Study 2019
64
U.S. Equity Returns Following Sharp Downturns
65
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
70
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
82
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
86
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