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
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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
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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
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
IFA Client Success
41
Performance Persistence
42
t-Stat of Alpha
43
Before & After Hiring
44
Style Drifters
45
Manager's Performance
46
Style Drifters Across Decades
47
Industrial Rotation
48
Country Rotation
49
Stock Rotation
50
Forecast Accuracy
51
Intra-Year vs. Year-End
52
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
53
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
54
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 2021: Active Funds vs. Their Benchmarks: U.S. Equity
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Market Timing: Growth of $1,000 in the IFA SP 500 Index
58
Returns During Republican and Democrat Unified Government Control
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SPIVA 2021: Active Funds vs. Their Benchmarks: International Equity
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SPIVA 2021: Active Funds vs. Their Benchmarks: Fixed Income
61
SPIVA 2020: Survivorship: Major Equity Classes
62
SPIVA 2020: Style Consistency: Major Equity Classes
63
The Value of Human and Financial Capital in IFA Index Portfolios
64
The Dalbar Study 2019
65
U.S. Equity Returns Following Sharp Downturns
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Average Total Returns after Downturns: Fama/French Total US Market Research Index
67
Epidemics and Stock Market Performance
68
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
69
Change in Net Asset Flow by Broad Asset Class
70
Emotions of Active Investors
71
Breakdown of Vanguard Advisor's Alpha
72
Riskese: The Language of Risk
73
Emotions of Passive Investors
74
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs
75
Time Series Construction of the IFA Indexes
76
How to Calculate a t-statistic for Any Data Set
77
Number of Years Needed for a Statistically Significant Alpha
78
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons
79
Vanguard vs DFA - Select Mutual Fund Comparisons
80
The Decline of Warren Buffett's Alpha
81
Index Comparisons
82
Compare Portfolios
83
Pos vs Neg Returns
84
IP 100 vs IFA SP 500
85
Growth of a Dollar for IFA Indexes Over Selected Periods (Log Scale)
86
The Return Differences of US Small Value Index minus US Large Growth Index
87
The Return Differences of US Small Cap Stocks minus US Large Cap Stocks
88
The Return Differences of Total US Market minus 30-day T-Bill
89
The Return Difference of US Value Stocks minus US Growth Stocks
90
Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios
91
Dimensional Funds vs. Dimensional Indexes
92
Short-Term Size and Value Differences