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
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
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
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
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
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
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
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
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
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
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
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.)