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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 1/2012 | 1 yr ending 2011 | 3 yrs 2009- 2011 |
50 yrs 1962- 2011 |
|
 |
Growth $1 | 1.04 | 0.96 | 1.33 | 96.93 |
| Return % | 4.07 | -3.83 | 10.08 | 9.58 | |
| Risk - SD | N/A | 11.65 | 14.20 | 9.49 | |
 |
Growth $1 | 1.04 | 0.97 | 1.31 | 84.52 |
| Return % | 3.77 | -3.40 | 9.42 | 9.28 | |
| Risk - SD | N/A | 10.64 | 13.00 | 8.77 | |
 |
Growth $1 | 1.03 | 0.97 | 1.29 | 73.36 |
| Return % | 3.46 | -2.96 | 8.76 | 8.97 | |
| Risk - SD | N/A | 9.64 | 11.82 | 8.05 | |
 |
Growth $1 | 1.03 | 0.97 | 1.26 | 63.38 |
| Return % | 3.16 | -2.52 | 8.09 | 8.65 | |
| Risk - SD | N/A | 8.64 | 10.63 | 7.35 | |
 |
Growth $1 | 1.03 | 0.98 | 1.24 | 54.51 |
| Return % | 2.85 | -2.09 | 7.41 | 8.33 | |
| Risk - SD | N/A | 7.66 | 9.46 | 6.66 | |
 |
Growth $1 | 1.03 | 0.98 | 1.22 | 46.66 |
| Return % | 2.55 | -1.65 | 6.72 | 7.99 | |
| Risk - SD | N/A | 6.69 | 8.29 | 6.00 | |
 |
Growth $1 | 1.02 | 0.99 | 1.19 | 39.76 |
| Return % | 2.24 | -1.22 | 6.03 | 7.64 | |
| Risk - SD | N/A | 5.73 | 7.13 | 5.35 | |
 |
Growth $1 | 1.02 | 0.99 | 1.17 | 33.73 |
| Return % | 1.94 | -0.78 | 5.33 | 7.29 | |
| Risk - SD | N/A | 4.79 | 5.98 | 4.74 | |
 |
Growth $1 | 1.02 | 1.00 | 1.15 | 28.48 |
| Return % | 1.63 | -0.34 | 4.62 | 6.93 | |
| Risk - SD | N/A | 3.86 | 4.84 | 4.18 | |
 |
Growth $1 | 1.01 | 1.00 | 1.12 | 23.93 |
| Return % | 1.33 | 0.09 | 3.91 | 6.56 | |
| Risk - SD | N/A | 2.96 | 3.73 | 3.69 |