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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 |
|
 |
Growth $1 | 1.00 | 1.23 | 0.97 | 104.63 |
| Return % | -0.20 | 22.88 | -0.90 | 9.75 | |
| Risk - SD | N/A | 17.48 | 14.59 | 9.25 | |
 |
Growth $1 | 1.00 | 1.21 | 0.99 | 91.07 |
| Return % | 0.06 | 21.09 | -0.38 | 9.44 | |
| Risk - SD | N/A | 16.04 | 13.31 | 8.55 | |
 |
Growth $1 | 1.00 | 1.19 | 1.00 | 78.91 |
| Return % | 0.32 | 19.31 | 0.10 | 9.13 | |
| Risk - SD | N/A | 14.60 | 12.05 | 7.86 | |
 |
Growth $1 | 1.01 | 1.18 | 1.02 | 68.05 |
| Return % | 0.57 | 17.53 | 0.55 | 8.81 | |
| Risk - SD | N/A | 13.18 | 10.80 | 7.18 | |
 |
Growth $1 | 1.01 | 1.16 | 1.03 | 58.42 |
| Return % | 0.83 | 15.75 | 0.97 | 8.48 | |
| Risk - SD | N/A | 11.76 | 9.57 | 6.52 | |
 |
Growth $1 | 1.01 | 1.14 | 1.04 | 49.91 |
| Return % | 1.09 | 13.97 | 1.35 | 8.13 | |
| Risk - SD | N/A | 10.36 | 8.35 | 5.87 | |
 |
Growth $1 | 1.01 | 1.12 | 1.05 | 42.45 |
| Return % | 1.34 | 12.19 | 1.72 | 7.78 | |
| Risk - SD | N/A | 8.96 | 7.15 | 5.25 | |
 |
Growth $1 | 1.02 | 1.10 | 1.06 | 35.93 |
| Return % | 1.60 | 10.40 | 2.05 | 7.43 | |
| Risk - SD | N/A | 7.58 | 5.98 | 4.66 | |
 |
Growth $1 | 1.02 | 1.09 | 1.07 | 30.27 |
| Return % | 1.85 | 8.62 | 2.35 | 7.06 | |
| Risk - SD | N/A | 6.21 | 4.83 | 4.13 | |
 |
Growth $1 | 1.02 | 1.07 | 1.08 | 25.38 |
| Return % | 2.11 | 6.84 | 2.63 | 6.68 | |
| Risk - SD | N/A | 4.86 | 3.72 | 3.67 |