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 Indexfolios | Data Label | YTD ending Dec. 2008 | 1 Yr ending 2003 | 3 Yrs 2006- 2008 | 50 Yrs 1959- 2008 |
 |
Growth $1 | 0.63 | 1.28 | 0.77 | 75.93 |
| Return % | -36.77 | 28.49 | -8.28 | 9.05 | |
| Risk - SD | 20.92 | 11.41 | 15.22 | 14.69 | |
 |
Growth $1 | 0.59 | 1.49 | 0.74 | 296.05 |
| Return % | -40.55 | 48.75 | -9.40 | 12.05 | |
| Risk - SD | 28.06 | 14.05 | 19.85 | 15.41 | |
 |
Growth $1 | 0.59 | 1.46 | 0.74 | 255.11 |
| Return % | -40.86 | 46.22 | -9.53 | 11.72 | |
| Risk - SD | 27.89 | 13.37 | 19.68 | 14.93 | |
 |
Growth $1 | 0.59 | 1.44 | 0.74 | 218.50 |
| Return % | -41.17 | 43.7 | -9.66 | 11.38 | |
| Risk - SD | 27.74 | 12.72 | 19.55 | 14.49 | |
 |
Growth $1 | 0.61 | 1.42 | 0.76 | 199.13 |
| Return % | -38.90 | 41.58 | -8.72 | 11.17 | |
| Risk - SD | 25.97 | 12.10 | 18.38 | 13.77 | |
 |
Growth $1 | 0.63 | 1.39 | 0.78 | 180.59 |
| Return % | -36.63 | 39.47 | -7.82 | 10.95 | |
| Risk - SD | 24.25 | 11.48 | 17.23 | 13.07 | |
 |
Growth $1 | 0.66 | 1.37 | 0.81 | 163.01 |
| Return % | -34.36 | 37.35 | -6.95 | 10.72 | |
| Risk - SD | 22.58 | 10.86 | 16.12 | 12.36 | |
 |
Growth $1 | 0.68 | 1.35 | 0.83 | 146.45 |
| Return % | -32.10 | 35.24 | -6.11 | 10.49 | |
| Risk - SD | 20.97 | 10.24 | 15.03 | 11.67 | |
 |
Growth $1 | 0.70 | 1.33 | 0.85 | 130.97 |
| Return % | -29.83 | 33.12 | -5.30 | 10.24 | |
| Risk - SD | 19.39 | 9.63 | 13.96 | 10.97 | |
 |
Growth $1 | 0.72 | 1.31 | 0.87 | 116.60 |
| Return % | -27.56 | 31.00 | -4.52 | 9.99 | |
| Risk - SD | 17.86 | 9.01 | 12.91 | 10.28 | |
 |
Growth $1 | 0.75 | 1.29 | 0.89 | 103.33 |
| Return % | -25.29 | 28.89 | -3.76 | 9.72 | |
| Risk - SD | 16.38 | 8.40 | 11.89 | 9.60 |
|