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
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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
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
Performance Persistence
45
Manager's Performance
46
Before & After Hiring
47
Style Drifters
48
t-Stat of Alpha
49
Style Drifters Across Decades
50
Industrial Rotation
51
Country Rotation
52
Stock Rotation
53
Forecast Accuracy
54
Intra-Year vs. Year-End
55
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
56
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
57
Market Timing Large Caps: Missing the Best Days
58
Market Timing Small-Caps: Missing The Best Days
59
SPIVA 2021: Active Funds vs. Their Benchmarks: U.S. Equity
60
Market Timing: Growth of $1,000 in the IFA SP 500 Index
61
Returns During Republican and Democrat Unified Government Control
62
SPIVA 2021: Active Funds vs. Their Benchmarks: International Equity
63
SPIVA 2021: Active Funds vs. Their Benchmarks: Fixed Income
64
SPIVA 2020: Survivorship: Major Equity Classes
65
SPIVA 2020: Style Consistency: Major Equity Classes
66
The Value of Human and Financial Capital in IFA Index Portfolios
67
The Dalbar Study 2019
68
U.S. Equity Returns Following Sharp Downturns
69
Average Total Returns after Downturns: Fama/French Total US Market Research Index
70
Epidemics and Stock Market Performance
71
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
72
Change in Net Asset Flow by Broad Asset Class
73
Emotions of Active Investors
74
Breakdown of Vanguard Advisor's Alpha
75
Riskese: The Language of Risk
76
Emotions of Passive Investors
77
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs
78
Time Series Construction of the IFA Indexes
79
How to Calculate a t-statistic for Any Data Set
80
Number of Years Needed for a Statistically Significant Alpha
81
Why Investors Might Think Twice About Chasing the Biggest Stocks
Comparisons
82
Vanguard vs DFA - Comparisons
83
Decline of Warren Buffet's Alpha
84
Index Comparisons
85
Compare Portfolios
86
Pos vs Neg Returns
87
IP 100 vs IFA SP 500
88
Growth of a Dollar for IFA Indexes Over Selected Periods (Log Scale)
89
The Return Differences of US Small Value Index minus US Large Growth Index
90
The Return Differences of US Small Cap Stocks minus US Large Cap Stocks
91
The Return Differences of Total US Market minus 30-day T-Bill
92
The Return Difference of US Value Stocks minus US Growth Stocks
93
Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios
94
Dimensional Funds vs. Dimensional Indexes
95
Short-Term Size and Value Differences