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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
Appendix
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Chart Library(95)

23,186 views

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 (95)

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 Value of Advice - Vanguard Study
7
The Value of Advice - Vanguard Study
The Dalbar Study
8
The Dalbar Study

Step 3: Stock Picking

Performance Persistence
9
Performance Persistence
SPIVA - Index Versus Active
10
SPIVA - Index Versus Active
Decline of Buffett's Alpha
11
Decline of Buffett's Alpha
Top 10 Largest Stocks
12
Top 10 Largest Stocks
Stock Rotation
13
Stock Rotation
t-Stat of Alpha
14
t-Stat of Alpha
Why Diversify Stocks
15
Why Diversify Stocks
SPIVA - International Funds
16
SPIVA - International Funds
SPIVA Fixed Income
17
SPIVA Fixed Income
SPIVA Survivors
18
SPIVA Survivors

Step 4: Market Timing

Forecast Accuracy
19
Forecast Accuracy
Missing the Best Days in Large Caps
20
Missing the Best Days in Large Caps
Missing the Worst Days in Large Caps
21
Missing the Worst Days in Large Caps
Results of Getting In at Different Times
22
Results of Getting In at Different Times
Importance of Staying the Course
23
Importance of Staying the Course
Intra-Year vs. Year-End
24
Intra-Year vs. Year-End
Recovery Time
25
Recovery Time
After Sharp Downturns
26
After Sharp Downturns
S&P 500 Index Average Annualized Returns After Market Highs
27
S&P 500 Index Average Annualized Returns After Market Highs
Market Volatility is Normal: The Case for Staying Invested
28
Market Volatility is Normal: The Case for Staying Invested
S&P 500 Index Average Annualized Returns After Market Declines
29
S&P 500 Index Average Annualized Returns After Market Declines
Democrat vs Republican Returns
30
Democrat vs Republican Returns

Step 5: Manager Pickers

Before & After Hiring
31
Before & After Hiring
The Fired Beat the Hired
32
The Fired Beat the Hired
t-Stat of Alpha
33
t-Stat of Alpha
t-Stat of the Alpha
34
t-Stat of the Alpha
t-Stat of Data Set
35
t-Stat of Data Set

Step 6: Style Drifters and Asset Class Rotations

Style Drifters
36
Style Drifters
Gold and Silver
37
Gold and Silver
Country Rotation
38
Country Rotation
Rotation of Returns
39
Rotation of Returns
Why Diversify International
40
Why Diversify International
Industrial Rotation
41
Industrial Rotation
SPIVA Year-End 2025: Style Consistency: Major Equity Classes
42
SPIVA Year-End 2025: Style Consistency: Major Equity Classes
SPIVA Year-End 2024: Survivorship: Major Equity Classes
43
SPIVA Year-End 2024: Survivorship: Major Equity Classes
Randomness of Size, Value and Profitability Factor Excess Returns
44
Randomness of Size, Value and Profitability Factor Excess Returns
Returns and Risks of Large, Mid, and Small Caps
45
Returns and Risks of Large, Mid, and Small Caps

Step 8: Riskese (Distributions and Statistics)

Markov Chain Analysis of Coins and Market Data
46
Markov Chain Analysis of Coins and Market Data
The Hebner Model
47
The Hebner Model
Standard Deviation Ranges
48
Standard Deviation Ranges
Daily 30 Day Returns
49
Daily 30 Day Returns
MarketCoin Flip
50
MarketCoin Flip
Coins and Markets - 1 Coin
51
Coins and Markets - 1 Coin
Coins and Markets - 2 Coins
52
Coins and Markets - 2 Coins
Coins and Markets - 3 Coins
53
Coins and Markets - 3 Coins
Comparison of Index Portfolio Return Calculations
54
Comparison of Index Portfolio Return Calculations
Monthly Returns in Motion
55
Monthly Returns in Motion
Bell Curves of Index Portfolios
56
Bell Curves of Index Portfolios
Bell Curve Comparisons
57
Bell Curve Comparisons
High-Low in Dollars
58
High-Low in Dollars
High-Low Ranges
59
High-Low Ranges
Roller Coaster
60
Roller Coaster
Histograms of SPIEs
61
Histograms of SPIEs
Time Diversification
62
Time Diversification
Riskese
63
Riskese

Step 9: History

Positive vs Negative Returns
64
Positive vs Negative Returns
Compare Portfolios
65
Compare Portfolios
Simulated Passive Investors
66
Simulated Passive Investors
Monthly Returns Line Chart
67
Monthly Returns Line Chart
Index Portfolios Over Time
68
Index Portfolios Over Time
Index Portfolios Sorting
69
Index Portfolios Sorting
Growth of $1, Return and Risk
70
Growth of $1, Return and Risk
Growth of $1 in Indexes and Portfolios
71
Growth of $1 in Indexes and Portfolios
Time Series Construction
72
Time Series Construction
IP 100 vs IFA SP 500
73
IP 100 vs IFA SP 500
Growth of $ IFA US Indexes Long Term
74
Growth of $ IFA US Indexes Long Term
Small vs Large Caps
75
Small vs Large Caps
Small Value vs Large Growth
76
Small Value vs Large Growth
Market vs T-Bills
77
Market vs T-Bills
Value vs Growth
78
Value vs Growth
Total vs Partial Return Indices
79
Total vs Partial Return Indices
Epidemics and Returns
80
Epidemics and Returns

Step 11: Risk Exposure

Fama French Five-Factor Model
81
Fama French Five-Factor Model
Performance of Premiums
82
Performance of Premiums
Integrating Multiple Premiums
83
Integrating Multiple Premiums
Index Portfolios Summary Statistics
84
Index Portfolios Summary Statistics
Short-Term Size & Value Differences
85
Short-Term Size & Value Differences
Risk Premium Distributions
86
Risk Premium Distributions
Global Equity Returns by Country
87
Global Equity Returns by Country
Dimensional vs Vanguard Funds
88
Dimensional vs Vanguard Funds
Vanguard vs. Dimensional Portfolios
89
Vanguard vs. Dimensional Portfolios
Dimensional Funds vs Indexes
90
Dimensional Funds vs Indexes
Dimensional Funds Compared Primarily to Dimensional Indexes
91
Dimensional Funds Compared Primarily to Dimensional Indexes

Step 12: Invest and Relax

Human vs Financial Capital
92
Human vs Financial Capital
Emotions of Active Investors
93
Emotions of Active Investors
Emotions of Passive Investors
94
Emotions of Passive Investors
Tax Loss Harvesting
95
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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