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

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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