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
Monthly Returns of IFA Index Portfolios
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High-Low %
10
Risk and Reward of IFA Indexes
11
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
14
Index Portfolio Risk and Return Data
15
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
22
IFA New York Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios
23
Time Diversification of IFA Index Portfolios
24
Fortune Magazine's Most Admired Companies from 2001 and IFA Index Portfolios
25
The Decline of Warren Buffett's Alpha
Research
36
Dimensions of Returns
37
Performance of Premiums
38
IFA Client Success
39
Performance Persistence
40
t-Stat of Alpha
41
Before & After Hiring
42
Style Drifters
43
Manager's Performance
44
Style Drifters Across Decades
45
Industrial Rotation
46
Country Rotation
47
Stock Rotation
48
Forecast Accuracy
49
Intra-Year vs. Year-End
50
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
51
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
52
Market Timing Large Caps: Missing the Best Days
53
Market Timing Small-Caps: Missing The Best Days
54
SPIVA 2020: Active Funds vs. Their Benchmarks: U.S. Equity
55
Market Timing: Growth of $1,000 in the IFA SP 500 Index
56
Returns During Republican and Democrat Unified Government Control
57
SPIVA 2020: Active Funds vs. Their Benchmarks: International Equity
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SPIVA 2020: Active Funds vs. Their Benchmarks: Fixed Income
59
SPIVA 2019: Survivorship: Major Equity Classes
60
SPIVA 2019: Style Consistency: Major Equity Classes
61
The Value of Human and Financial Capital in IFA Index Portfolios
62
The Dalbar Study 2019
63
U.S. Equity Returns Following Sharp Downturns
64
Average Total Returns after Downturns: Fama/French Total US Market Research Index
65
Epidemics and Stock Market Performance
66
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
67
Change in Net Asset Flow by Broad Asset Class
68
Emotions of Active Investors
69
Breakdown of Vanguard Advisor's Alpha
70
Riskese: The Language of Risk
71
Emotions of Passive Investors
72
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs
73
Time Series Construction of the IFA Indexes
74
How to Calculate a t-statistic for Any Data Set
75
Number of Years Needed for a Statistically Significant Alpha
76
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons
77
Vanguard vs DFA - Select Mutual Fund Comparisons
78
Vanguard vs DFA in IFA Index Portfolio Allocations
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