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

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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.)

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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

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April Wrap-Up

IndexFunds.com Staff
Saturday, March 02, 2002

Here's how major equity indexes fared in April 2002, broken down by index provider:

Standard & Poor's

Index
April 2002 returns
YTD returns
S&P 500
-6.06%
-5.80%
S&P 500/Barra Value
-5.01%
-3.75%
S&P 500/Barra Growth
-7.15%
-7.89%
S&P MidCap 400
-0.46%
6.22%
S&P MidCap 400/Barra Value
1.50%
11.57%
S&P MidCap 400/Barra Growth
-2.58%
0.78%
S&P SmallCap 600
2.82%
9.99%
S&P SmallCap 600/Barra Value
4.09%
14.76%
S&P SmallCap 600/Barra Growth
1.43%
5.07%
S&P 100
-7.79%
-8.49%
S&P 1000
0.55%
7.38%
S&P SuperComposite 1500
-5.33%
-4.42%
Source: S&P Indexes, as of 4/30/2002

Dow Jones

Index
April 2002 returns
YTD returns
Dow Jones Industrial Average
-4.39%
-0.75%
Dow Jones EURO STOXX 50
-5.54%
-6.00%
Dow Jones Asian Titans 50
3.14%
5.32%
Dow Jones Global Titans 50
-7.48%
-10.00%

Source: Dow Jones Indexes, as of 4/30/2002

Russell

Index
April 2002 returns
YTD returns
Russell 3000
-5.25%
-4.33%
Russell 3000 Value
-2.90%
1.46%
Russell 3000 Growth
-7.75%
-10.09%
Russell Midcap
-1.94%
2.23%
Russell Midcap Value
-0.07%
7.83%
Russell Midcap Growth
-5.29%
-6.97%
Russell 2500
-0.25%
3.47%
Russell 2500 Value
1.71%
10.36%
Russell 2500 Growth
-3.32%
-6.17%
Russell 2000
0.91%
4.93%
Russell 2000 Value
3.52%
13.44%
Russell 2000 Growth
-2.16%
-4.08%
Russell 1000
-5.73%
-5.03%
Russell 1000 Value
-3.43%
0.52%
Russell 1000 Growth
-8.16%
-10.54%
Russell Top 200
-6.96%
-7.27%
Russell Top 200 Value
-4.91%
-2.53%
Russell Top 200 Growth
-8.79%
-11.32%

Source: Russell Indexes, as of 4/30/2002


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