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
2011: The Year in Review

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...

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:

Barclays Releases Estimates of iShares Capital-Gains Distributions

IndexFunds.com Staff
Tuesday, October 17, 2000

Barclays Global Investors (BGI) recently released estimated capital-gains distributions for iShares, its exchange-traded funds (ETFs). The distributions were estimated as a percentage of each ETF's total net assets. The highest estimated capital gains distribution was for the iShares Dow Jones U.S. Internet Index fund (IYV), at 1.98%.

Estimated Cap-Gains for iShares

ETF Name Ticker Net Assets as of 9/29/00 in $MM Capital Gains as of % of Net Assets
IShares Dow Jones US Basic Materials Index IYM
7.8
0.30%
iShares Dow Jones US Chemicals Index Fund IYD
15.8
0.64%
iShares Dow Jones US Consumer Cyc Index Fund IYC
14.6
0.36%
iShares Dow Jones U.S. Consumer Non-Cyc Index IYK
14.2
0.06%
iShares Dow Jones U.S. Energy Sector Index Fund IYE
34.8
0.00%
iShares Dow Jones U.S. Financial Sector Index Fund IYF
120
0.07%
iShares Dow Jones U.S. Financial Services Index IYG
68.2
0.05%
iShares Dow Jones U.S. Healthcare Sector Index IYH
29.9
0.22%
iShares Dow Jones U.S. Industrial Sector Index IYJ
27.3
0.22%
iShares Dow Jones U.S. Internet Index Fund IYV
71.4
1.98%
iShares Dow Jones U.S. Real Estate Index Fund IYR
30.3
0.07%
iShares Dow Jones U.S. Technology Sector Index IYW
126.1
0.29%
iShares Dow Jones U.S. Telecom Sector Index Fund IYZ
38.3
1.90%
iShares Dow Jones U.S. Total Market Index Fund IYY
30.6
0.02%
iShares Dow Jones U.S. Utilities Sector Index Fund IDU
47.9
0.01%
iShares Russell 1000 Growth Index Fund IWF
61.7
0.24%
iShares Russell 1000 Index Fund IWB
262.8
-0.05%
iShares Russell 1000 Value Index Fund IWD
63.8
-0.28%
iShares Russell 2000 Growth Index Fund IWO
44.3
0.23%
iShares Russell 2000 Index Fund IWM
233.7
-0.01%
iShares Russell 2000 Value Index Fund IWN
37.7
0.14%
iShares Russell 3000 Growth Index Fund IWZ
16.3
0.03%
iShares Russell 3000 Index Fund IWV
64
0.09%
iShares Russell 3000 Value Index Fund IWW
18.4
0.10%
iShares S&P 500 Index Fund IVV
1,668.40
0.00%
iShares S&P 500/BARRA Growth Index Fund IVW
78.6
0.23%
iShares S&P 500/BARRA Value Index Fund IVE
59.8
0.72%
iShares S&P Europe 350 Index Fund IEV
14.7
-0.01%
iShares S&P MidCap 400 Index Fund IJH
241.6*
-0.07%
iShares S&P MidCap 400/BARRA Growth Index IJK
36.5
0.46%
iShares S&P MidCap 400/BARRA Value Index IJJ
19.6
0.60%
iShares S&P SmallCap 600 Index Fund IJR
70.6
1.42%
iShares S&P SmallCap 600/BARRA Growth Index IJT
16.9
0.61%
iShares S&P SmallCap 600/BARRA Value Index IJS
14.4
0.02%
iShares S&P/TSE 60 Index Fund IKC
9.3
0.86%

Source: iShares.com   *Assets and Capital Gains as of % of Net Assets of as of 10/00, all others as of 9/29/00


Share/Save/Bookmark

Related Articles

Wednesday, December 21, 2011

Reaching for Yield: Preferred Stock

Monday, October 25, 2010

IFA vs. the Competition

Friday, May 09, 2003

Interview with Patrick O'Connor, Index Portfolio Manager at Barclays Global Investors

Thursday, April 10, 2003

Emerging Markets iShares Begin Trading

Tuesday, February 18, 2003

Interview with Barclays ETF Guru, Lee Kranefuss

Login