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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 5/2013 1 yr ending 2012 3 yrs 2010-
2012		 50 yrs 1963-
2012
SP500 Growth $1 1.15 1.16 1.36 107.12
Return % 15.37 16.00 10.87 9.80
Risk - SD N/A 10.52 15.30 15.00
p100 Growth $1 1.12 1.18 1.33 440.38
Return % 12.27 18.38 9.91 12.95
Risk - SD N/A 13.61 19.40 16.20
p95 Growth $1 1.12 1.18 1.32 376.02
Return % 12.07 18.40 9.76 12.59
Risk - SD N/A 13.36 18.98 15.72
p90 Growth $1 1.12 1.18 1.32 319.19
Return % 11.86 18.43 9.61 12.22
Risk - SD N/A 13.13 18.58 15.29
p85 Growth $1 1.11 1.18 1.30 284.88
Return % 11.25 17.57 9.24 11.97
Risk - SD N/A 12.51 17.62 14.54
p80 Growth $1 1.11 1.17 1.29 253.02
Return % 10.64 16.70 8.87 11.70
Risk - SD N/A 11.89 16.67 13.79
p75 Growth $1 1.10 1.16 1.28 223.63
Return % 10.03 15.84 8.50 11.43
Risk - SD N/A 11.27 15.72 13.05
p70 Growth $1 1.09 1.15 1.26 196.71
Return % 9.42 14.98 8.12 11.14
Risk - SD N/A 10.65 14.77 12.31
p65 Growth $1 1.09 1.14 1.25 172.22
Return % 8.81 14.11 7.74 10.85
Risk - SD N/A 10.02 13.83 11.57
p60 Growth $1 1.08 1.13 1.24 150.07
Return % 8.20 13.25 7.36 10.54
Risk - SD N/A 9.38 12.89 10.84
p55 Growth $1 1.08 1.12 1.22 130.17
Return % 7.58 12.39 6.97 10.23
Risk - SD N/A 8.75 11.95 10.12

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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