Step 12 - Invest and Relax


INVEST, RELAX, AND STAY BALANCED

The road to recovery for stockaholics and other active investors ends with the recognition that a strategy of buying, holding, and rebalancing a portfolio of index funds is the best way to maximize the expected returns of investments. A financial advisor that speaks riskese and understands how markets work can best design, implement, and maintain a risk-appropriate, tax-managed, and highly efficient portfolio of low-cost index funds. After implementing this prudent investment plan, the only thing left to do is to sit back and relax.

 

IFA’s risk-calibrated Index Portfolios enable institutional investors to step off the expensive and emotional roller coaster of active investing and step up to a more prudent fiduciary strategy that implements the Nobel-prize winning research collectively known as Modern Portfolio Theory.

IFA’s Index Portfolios carry 81 years of risk and return data, style purity and are created according to the economic theories and the isolated risk factors that have shown to carry higher returns over time — investing science, not speculation.

An investment in one of IFA’s risk-appropriate blends of passively managed index funds will enable fiduciary stewards to diversify investments across multiple asset classes while keeping fees, expenses and taxes low.

Annual rebalancing and ongoing education will help maximize risk-adjusted returns and maintain a consistent exposure to the risks that carry the highest expected returns at all risk levels.

IFA’s Index Portfolios are:

  • Low-cost
  • Passively managed
  • Developed according to the findings of Nobel-Prize winning research
  • Based on 81 years of stock market history
  • Matched to risk capacity


IFA enables fiduciaries to fulfill their obligation to act with prudence while they Invest and Relax.

 

 

Additional Charts and Graph from Step 12


Step 12		 Emotions of Rebalancing
F12-1
Emotions of Rebalancing		        
 
The Rebalancing Act

 

< Step 11 - Risk Exposure  

 


This site is provided by
For more information and education on index funds investing, please visit www.ifa.com

©2011 Index Funds Advisors, Inc. All rights reserved.

This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members.
It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.)


Index Funds Advisors, Inc.  —  19200 Von Karman Ave., Suite 150  —   Irvine, CA 92612  —  
Call Toll Free: 888-643-3133
Local Phone: 949-502-0050  —  Fax: 949-502-0048 — Email: info @ ifa.com