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
Performance of Premiums
40
Dimensions of Global Returns
41
Integrating Multiple Premiums
42
Diversification
43
IFA Client Success
44
Fiduciary-Minded Advisor
45
Performance Persistence
46
Manager's Performance
47
Before & After Hiring
48
Country Rotation
49
Style Drifters
50
t-Stat of Alpha
51
Stock Rotation
52
Industrial Rotation
53
Forecast Accuracy
54
Average Annualized Returns of S&P 500 After New Market Highs
55
Style Drifters Across Decades
56
Intra-Year vs. Year-End
57
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
58
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
59
Market Timing Small-Caps: Missing The Best Days
60
Market Timing: Growth of $1,000 in the IFA SP 500 Index
61
Market Timing Large Caps: Missing the Best Days
62
Returns During Republican and Democrat Unified Government Control
63
SPIVA 2021: Active Funds vs. Their Benchmarks: Fixed Income
64
SPIVA 2020: Survivorship: Major Equity Classes
65
SPIVA 2021: Active Funds vs. Their Benchmarks: U.S. Equity
66
The Value of Human and Financial Capital in IFA Index Portfolios
67
The Dalbar Study 2019
68
SPIVA 2020: Style Consistency: Major Equity Classes
69
SPIVA 2021: Active Funds vs. Their Benchmarks: International Equity
70
Epidemics and Stock Market Performance
71
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
72
U.S. Equity Returns Following Sharp Downturns
73
Emotions of Active Investors
74
Breakdown of Vanguard Advisor's Alpha
75
Change in Net Asset Flow by Broad Asset Class
76
Average Total Returns after Downturns: Fama/French Total US Market Research Index
77
Time Series Construction of the IFA Indexes
78
Riskese: The Language of Risk
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
Vanguard vs DFA - Comparisons
85
Decline of Warren Buffet's Alpha
86
Index Comparisons
87
Compare Portfolios
88
Pos vs Neg Returns
89
IP 100 vs IFA SP 500
90
Growth of a Dollar for IFA Indexes Over Selected Periods (Log Scale)
91
The Return Differences of US Small Value Index minus US Large Growth Index
92
The Return Differences of US Small Cap Stocks minus US Large Cap Stocks
93
The Return Differences of Total US Market minus 30-day T-Bill
94
The Return Difference of US Value Stocks minus US Growth Stocks
95
Dimensional Funds, Indexes and Benchmarks Portfolios
96
Dimensional Funds vs. Dimensional Indexes
97
Short-Term Size and Value Differences