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Step 1: Active Investors
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Step 5: Manager Pickers
Step 6: Style Drifters
Step 7: Silent Partners
Step 8: Riskese
Step 9: History
Step 10: Risk Capacity
Step 11: Risk Exposure
Step 12: Invest and Relax
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Chart Library(86)

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The data provided in charts referring to IFA Index Portfolios or IFA Indexes is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

Chart Library (86)

Multi-Period Returns and Risks

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Risk Return: 3 Index Portfolio Options
3
Risk Return: 3 Index Portfolio Options

Step 1: Active Investors

Emotions of Active Investors
4
Emotions of Active Investors
Emotions of Passive Investors
5
Emotions of Passive Investors
The Value of Advice
6
The Value of Advice
The Dalbar Study
7
The Dalbar Study

Step 3: Stock Picking

Performance Persistence
8
Performance Persistence
SPIVA - Index Versus Active
9
SPIVA - Index Versus Active
Decline of Buffett's Alpha
10
Decline of Buffett's Alpha
Stock Rotation
11
Stock Rotation
t-Stat of Alpha
12
t-Stat of Alpha
Why Diversify Stocks
13
Why Diversify Stocks
SPIVA - International Funds
14
SPIVA - International Funds
SPIVA Fixed Income
15
SPIVA Fixed Income
SPIVA Survivors
16
SPIVA Survivors

Step 4: Market Timing

Forecast Accuracy
17
Forecast Accuracy
Missing the Best Days in Large Caps
18
Missing the Best Days in Large Caps
Results of Getting In at Different Times
19
Results of Getting In at Different Times
Importance of Staying the Course
20
Importance of Staying the Course
S&P 500 Index Average Annualized Returns After Market Highs
21
S&P 500 Index Average Annualized Returns After Market Highs
Market Volatility is Normal: The Case for Staying Invested
22
Market Volatility is Normal: The Case for Staying Invested
S&P 500 Index Average Annualized Returns After Market Declines
23
S&P 500 Index Average Annualized Returns After Market Declines

Step 5: Manager Pickers

Before & After Hiring
24
Before & After Hiring
The Fired Beat the Hired
25
The Fired Beat the Hired
t-Stat of Alpha
26
t-Stat of Alpha
t-Stat of the Alpha
27
t-Stat of the Alpha
t-Stat of Data Set
28
t-Stat of Data Set

Step 6: Style Drifters and Asset Class Rotations

Style Drifters
29
Style Drifters
Gold and Silver
30
Gold and Silver
Country Rotation
31
Country Rotation
Rotation of Returns
32
Rotation of Returns
Industrial Rotation
33
Industrial Rotation
SPIVA Year-End 2025: Style Consistency: Major Equity Classes
34
SPIVA Year-End 2025: Style Consistency: Major Equity Classes
SPIVA Year-End 2024: Survivorship: Major Equity Classes
35
SPIVA Year-End 2024: Survivorship: Major Equity Classes
Randomness of Size, Value and Profitability Factor Excess Returns
36
Randomness of Size, Value and Profitability Factor Excess Returns
Returns and Risks of Large, Mid, and Small Caps
37
Returns and Risks of Large, Mid, and Small Caps

Step 8: Riskese (Distributions and Statistics)

Markov Chain Analysis of Coins and Market Data
38
Markov Chain Analysis of Coins and Market Data
The Hebner Model
39
The Hebner Model
Standard Deviation Ranges
40
Standard Deviation Ranges
Daily 30 Day Returns
41
Daily 30 Day Returns
MarketCoin Flip
42
MarketCoin Flip
Coins and Markets - 1 Coin
43
Coins and Markets - 1 Coin
Coins and Markets - 2 Coins
44
Coins and Markets - 2 Coins
Coins and Markets - 3 Coins
45
Coins and Markets - 3 Coins
Comparison of Index Portfolio Return Calculations
46
Comparison of Index Portfolio Return Calculations
Monthly Returns in Motion
47
Monthly Returns in Motion
Bell Curves of Index Portfolios
48
Bell Curves of Index Portfolios
Bell Curve Comparisons
49
Bell Curve Comparisons
High-Low in Dollars
50
High-Low in Dollars
High-Low Ranges
51
High-Low Ranges
Roller Coaster
52
Roller Coaster
Histograms of SPIEs
53
Histograms of SPIEs
Time Diversification
54
Time Diversification
Riskese
55
Riskese

Step 9: History

Positive vs Negative Returns
56
Positive vs Negative Returns
Compare Portfolios
57
Compare Portfolios
Simulated Passive Investors
58
Simulated Passive Investors
Monthly Returns Line Chart
59
Monthly Returns Line Chart
Index Portfolios Over Time
60
Index Portfolios Over Time
Index Portfolios Sorting
61
Index Portfolios Sorting
Growth of $1, Return and Risk
62
Growth of $1, Return and Risk
Growth of $1 in Indexes and Portfolios
63
Growth of $1 in Indexes and Portfolios
Time Series Construction
64
Time Series Construction
Growth of $ IFA US Indexes Long Term
65
Growth of $ IFA US Indexes Long Term
Small vs Large Caps
66
Small vs Large Caps
Small Value vs Large Growth
67
Small Value vs Large Growth
Market vs T-Bills
68
Market vs T-Bills
Value vs Growth
69
Value vs Growth
Total vs Partial Return Indices
70
Total vs Partial Return Indices
Epidemics and Returns
71
Epidemics and Returns

Step 11: Risk Exposure

Fama French Five-Factor Model
72
Fama French Five-Factor Model
Performance of Premiums
73
Performance of Premiums
Index Portfolio Comparisons
74
Index Portfolio Comparisons
Index Portfolios Summary Statistics
75
Index Portfolios Summary Statistics
Short-Term Size & Value Differences
76
Short-Term Size & Value Differences
Risk Premium Distributions
77
Risk Premium Distributions
Global Equity Returns by Country
78
Global Equity Returns by Country
Dimensional vs Vanguard Funds
79
Dimensional vs Vanguard Funds
Vanguard vs. Dimensional Portfolios
80
Vanguard vs. Dimensional Portfolios
Dimensional Funds vs Indexes
81
Dimensional Funds vs Indexes
Dimensional Funds Compared Primarily to Dimensional Indexes
82
Dimensional Funds Compared Primarily to Dimensional Indexes

Step 12: Invest and Relax

Human vs Financial Capital
83
Human vs Financial Capital
Emotions of Active Investors
84
Emotions of Active Investors
Emotions of Passive Investors
85
Emotions of Passive Investors
Tax Loss Harvesting
86
Tax Loss Harvesting
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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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