2023 Q4 Market Review

Mark Hebner summarizes the market's performance during the fourth quarter of 2023 and demonstrates the difficulty in picking the next asset class winner. He also talks about IFA's 25th Anniversary, and gives the results of our portfolio's since the firm's inception.

Charts in this Video: 

Returns for IFA Index Portfolios and Indexes

DISCLOSURES:

This video is a service of Index Fund Advisors, Inc. ("IFA"), a Registered Investment Adviser. This is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. There is no guarantee investment strategies will be successful. Investing involves risks, including possible loss of principal. Indexes are not available for direct investment and performance does not reflect expenses of an actual portfolio. IFA Index Portfolios are recommended based on time horizon and risk tolerance. Allocations and holdings are subject to change.

For HYPOTHETICAL back-tested performance data shown in this video, including sources, updates, and important disclosures, see ifabt.com. Indexes are labeled with letters to designate the index name and are defined at indexdescriptions.com. The HYPOTHETICAL back-tested performance of the indexes was achieved with the benefit of hindsight; it does not represent actual investment strategies for the entire period; and it does not reflect the impact that economic and market factors may have had on the advisor's decision making if the advisor were actually managing client money during the period shown. Unless indicated otherwise, the performance of the IFA Indexes when shown individually, does reflect the deduction of mutual fund fees, include reinvestment of dividends and capital gains but does not include the deduction of IFA advisory fees, transaction costs or taxes, which if included, would lower performance. IFA Indexes were created by IFA in 2000. Past performance does not guarantee future results. IFA utilizes "standard deviation" as a quantification of risk, see the definition in the IFA glossary.

See our Index Descriptions here.