IFA
Index Porfolio 90
IFA
Index Porfolio 70
IFA
Index Porfolio 50
IFA
Index Porfolio 30
IFA
Index Porfolio 10
IFA Index Portfolios
The best investment is a globally diversified, tax-managed mix of index funds matched to an investor’s unique risk capacity. An index portfolio’s best long-term asset allocations for investing are divided among three broad asset classes: fixed income, U.S. stocks and foreign stocks. The simple fact is: the asset allocation of a portfolio of index funds explains virtually all of an investor’s long-term expected risk and return.
With more than 17,000 companies from 40 countries, on average, within each of the IFA portfolios, optimal diversification and asset allocation is attained.
The data for each portfolio consists of portfolio allocations, 50-year
simulated returns and volatility data, growth of $1 over 50 years, 50-year
rolling period analysis, and a histogram of monthly rolling periods for
the time intervals matched to the average holding period for each level
of risk capacity.
To review portfolios similar to what is available in your 401(k) plan, click on one of the portfolios below.
The charts below include 20 efficient indexfolios and 19 indexes shown with data from 1 to 81 year periods.
(Please check with your plan sponsor to see which IFA Index Portfolios are avilable to you)
