Market Overview - October 2020

Friday, November 6, 2020 165 views

Denise Delaney goes over the 3rd quarter of 2020 and provides some friendly reminders of how to control investor behavior.


The Random Walk of Market Returns

Dimensions of Returns

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

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