Your best investment is a global tax-managed mix of index funds (risk exposure) matched to your unique risk capacity. We call this CEO Investing: Capacity-Exposure Optimization. Here are 20 Portfolios of Indexes and the growth of a dollar, return and standard deviation over several periods.
Note: Scroll or click on any of the portfolio buttons below to view their allocations.
IFA Indexes
YTD ending 8/2010
1 yr ending 2009
3 yrs 2007- 2009
50 yrs 1960- 2009
Growth $1
0.95
1.27
0.84
85.13
Return %
-4.61
26.55
-5.51
9.30
Risk - SD
N/A
22.16
19.82
14.96
Growth $1
0.98
1.40
0.85
362.72
Return %
-2.10
39.63
-5.24
12.51
Risk - SD
N/A
29.94
25.95
15.96
Growth $1
0.98
1.38
0.84
312.50
Return %
-2.17
38.38
-5.76
12.18
Risk - SD
N/A
29.68
25.77
15.49
Growth $1
0.98
1.37
0.82
267.65
Return %
-2.25
37.13
-6.28
11.83
Risk - SD
N/A
29.44
25.62
15.07
Growth $1
0.98
1.35
0.84
242.09
Return %
-1.99
35.35
-5.47
11.60
Risk - SD
N/A
27.90
24.15
14.32
Growth $1
0.98
1.34
0.87
217.88
Return %
-1.73
33.57
-4.70
11.37
Risk - SD
N/A
26.37
22.72
13.58
Growth $1
0.99
1.32
0.89
195.12
Return %
-1.48
31.78
-3.97
11.12
Risk - SD
N/A
24.86
21.31
12.85
Growth $1
0.99
1.30
0.90
173.90
Return %
-1.22
30.00
-3.29
10.87
Risk - SD
N/A
23.36
19.92
12.12
Growth $1
0.99
1.28
0.92
154.24
Return %
-0.97
28.22
-2.64
10.60
Risk - SD
N/A
21.87
18.56
11.39
Growth $1
0.99
1.26
0.94
136.16
Return %
-0.71
26.44
-2.02
10.33
Risk - SD
N/A
20.40
17.22
10.67
Growth $1
1.00
1.25
0.96
119.64
Return %
-0.45
24.66
-1.44
10.04
Risk - SD
N/A
18.93
15.90
9.96
Past performance is no guarantee of future results. ** Annualized standard deviation is presented as an approximation by multiplying the monthly or quarterly standard deviation by the square root of the number of periods in a year. Please note that the standard deviation computed from annual data may differ materially from this estimate. See additional information below. Disclosure for Backtested Performance Information ( click here.)