Hot Articles

Option Theory Does Not Refute Time Diversification
The Venture Capital Myth
Angel Investing: Paving the Road to Financial Hell with Good Intentions
A Tribute to David Booth
Fidelity Magellan's Alpha over Many Managers

Books


Index Funds Book
Index Funds: The 12-Step Program for Active Investors (Hardcover)

by Mark T Hebner
ISBN: 0-9768023-0-9




see more books...

Videos
Harry M. Markowitz explains Portfolio Theory: what it is and how it's used from a top-down model from the asset classes to the investments. He covers Standard Deviation, Variance, Correlation, and Covariance. Markowitz also explains what happened in 2008 with Modern Portfolio Theory. (39 Min.)

Harry M. Markowitz - Portfolio Theory and 2008

Mark covers historic recovery patterns and probability of future returns, the risks and returns that come with big government, the role of commodities in your investments, the pros and cons of inflation-hedging securities, and an investment strategy that has been highly successful historically. (92 Min.)

Mark T. Hebner - Big Losses, Big Government and Your Investments

Harry Markowitz gives an IFA Exclusive Presentation on Portfolio Theory Vs. Financial Engineering, and Their Roles in Financial Crises. Markowitz explains the difference between Portfolio Theory and Financial Engineering. Markowitz also covers Black Monday (October 19, 1987), Long Term Capital Management, and Now. (47 Min.)

Harry Markowitz - Portfolio Theory Vs. Financial Engineering, and Their Roles in Financial Crises

The first step on the index funds journey is to recognize active investor behavior. If all investors were lined up in a row, could the active investors be identified? Active investors actively engage in stock picking, time picking (market timing), manager picking, and style picking.

Step 1: Active Investors - Podcast Interview with Mark Hebner

Mark Hebner explains the Nobel Laureates. Mark suggests a higher power of non-biased information from academics who carefully analyze data and have that data peer reviewed before it is published. Mark identifies the five basic concepts of the Modern Portfolio Theory.

Step 2: Nobel Laureates - Podcast Interview with Mark Hebner

see more investing videos...

In The News

The Venture Capital Myth
The Hidden Message in JP Morgan's $2 Billion Loss
The Ewing Marion Kauffman Foundation Report on Venture Capital Funds: A Cautionary Tale
Investor Confidence in UBS May be Misplaced
A Rational Response to Irrational Market Anxiety
Mal-location of Capital
Wall Street: the other Las Vegas

Quote of the Week

Sign Up for IFA's Quote of the Week

email:

AMEX to Begin Trading Options on iShares

IndexFunds.com Staff
Friday, October 13, 2000

Today, AMEX announced that it will begin trading options on the iShares Russell 1000 Index Fund, an exchange-traded fund (ETF) managed by Barclays Global Investors (BGI). The announcement hails the first time an option will be traded on an ETF that tracks a broad-based, domestic small- and large-cap stock index.

AMEX also announced that on Wednesday, 10/18/2000, it will begin trading options on three additional iShares: the Russell 2000 Index Fund , the Russell 2000 Growth Index Fund, and the Russell 2000 Value Index Fund.

"Options on exchange-traded funds are a natural for the AMEX, as they link our three main product lines - options, ETFs and equities," said Salvatore F. Sodano, Chairman and CEO of AMEX.

Top 25 Stock Holdings of the iShares Russell 1000 Index Fund:

Rank
Ticker
Security Name
Price
Portfolio Weight %
1 GE General Electric Co
57.69
4.31%
2 CSCO Cisco Systems Inc
55.25
2.96%
3 XOM Exxon Mobil Corp
89.13
2.35%
4 PFE Pfizer Inc
44.94
2.14%
5 INTC Intel Corp
41.63
2.11%
6 C Citigroup Inc
54.06
1.84%
7 MSFT Microsoft Corp
60.25
1.78%
8 EMC EMC Corp
99.13
1.63%
9 IBM International Business Machines Corp
112.50
1.50%
10 AIG American International Group Inc
95.69
1.44%
11 SUNW Sun Microsystems Inc
116.75
1.40%
12 MRK Merck & Co Inc
74.44
1.29%
13 SBC SBC Communications Inc
50.00
1.28%
14 ORCL Oracle Systems Corp
78.75
1.28%
15 VZ Verizon Communications
48.44
1.00%
16 WMT Wal-Mart Stores Inc
48.13
0.99%
17 JNJ Johnson & Johnson
93.94
0.99%
18 AOL America Online Inc
53.75
0.94%
19 HD Home Depot Inc
53.06
0.93%
20 BMY Bristol-Myers Squibb Co
57.13
0.85%
21 T AT&T Corp
29.38
0.83%
22 KO The Coca-Cola Co
55.13
0.83%
23 MWD Morgan Stanley Dean Witter Discover & Co
91.44
0.79%
24 LU Lucent Technologies Inc
30.56
0.77%
25 PG Proctor & Gamble Co
67.00
0.67%

Source: iShares.com


Share/Save/Bookmark

Related Articles

Tuesday, March 27, 2012

You Can Learn From a Quiet Trading Floor

Wednesday, December 21, 2011

Reaching for Yield: Preferred Stock

Tuesday, June 07, 2011

IFA’s Concerns with Currency Speculation and Trading

Monday, October 25, 2010

IFA vs. the Competition

Monday, September 13, 2010

Option Theory Does Not Refute Time Diversification


© 2009 Index Funds Advisors, Inc.   All Rights Reserved

Disclaimer and Privacy Policy


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. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors 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. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.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.)


Login