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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
SP500 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
p100 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
p95 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
p90 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
p85 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
p80 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
p75 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
p70 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
p65 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
p60 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
p55 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.)
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