The IFA Index Portfolio 100 vs. S&P 500 ETF

Monday, May 11, 2020 2,140 views

During a recent Town Hall event, IFA President Mark Hebner answered a viewer's question regarding the IFA Index Portfolio 100's recent performance vs. an S&P 500 ETF or index fund.


REFERENCES

The Hebner Model

Compare Portfolios: IFA Index Portfolio 100 vs. S&P 500 Index

Dimensions of Returns

DISCLOSURES

HYPOTHETICAL backtested performance is provided for illustrative purposes only, it does not represent the actual performance of any client portfolio or account and it should not be interpreted as an indication of such past or future performance. Please see our Disclosures for HYPOTHETICAL back-tested performance of Indexes at ifabt.com.

The S&P 500 Index is an unmanaged float-adjusted market capitalization-weighted index composed of the 500 most widely held, publicly traded companies, whose assets and/or revenues are based in the US. The inclusion of information within charts and graphs relating to the S&P 500 Index is for informational purposes and shown as a comparison to other indexes, index portfolios or funds and as a general indicator of performance of large companies in the U.S. You cannot make an investment directly into an index.

All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. There is no guarantee any investment strategies will be successful. Investing involves risks, including possible loss of principal. Past performance does not guarantee future returns. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.

dimensionalmarket volatility the ifa index portfolio 100 vs. s p 500 etf