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Harry M. Markowitz - Portfolio Theory and 2008

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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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Domestic Indexes Fall Again in February

IndexFunds.com Staff
Monday, March 03, 2003

The U.S. blue-chip Dow Jones Industrial Average fell 3.06% in February - the Dow is off 6.4% for the year. Measuring Europe, the Dow Jones STOXX 50 index was down 5.54% for February; year-to-date the index is down 12.2%. The Dow Jones Asian Titans 50 index fell 1.09% in February while year-to-date the index is down 4.52%. The Dow Jones Global Titans 50 worldwide blue-chip market index fell 3.41% in February - year-to-date the index is down 7.55%.

Russell Indexes in February

Index
1 month (%)
3 month (%)
YTD (%)
Russell 1000
-1.55
-9.37
-3.93
Russell 1000 Growth
-0.46
-9.58
-2.87
Russell 1000 Value
-2.67
-9.15
-5.02
Russell 2000
-3.02
-10.96
-5.71
Russell 2000 Growth
-2.67
-11.84
-5.31
Russell 2000 Value
-3.36
-10.10
-6.08
Russell 2500
-2.40
-9.29
-5.00
Russell 2500 Growth
-2.33
-10.50
-4.46
Russell 2500 Value
-2.46
-8.35
-5.40
Russell 3000
-1.65
-9.48
-4.05
Russell 3000 Growth
-0.60
-9.73
-3.03
Russell 3000 Value
-2.71
-9.21
-5.10
Russell Midcap
-1.32
-7.13
-3.32
Russell Midcap Growth
-0.87
-7.77
-1.84
Russell Midcap Value
-1.66
-6.65
-4.38
Russell Small Cap Completeness
-2.37
-8.75
-4.33
Russell Small Cap Comp Growth
-2.53
-9.97
-4.01
Russell Small Cap Comp Value
-2.24
-7.69
-4.60
Russell Top 200
-1.62
-10.07
-4.13
Russell Top 200 Growth
-0.35
-10.03
-3.13
Russell Top 200 Value
-3.07
-10.13
-5.28

Source: Russell Indexes

S&P Indexes in February

Index
1 month (%)
3 month (%)
YTD (%)
S&P 500
-1.50
-9.71
-4.08
S&P 500 Equal Weighted
-2.26
-10.47
-4.77
S&P 500/Barra Value
-2.72
-10.30
-5.39
S&P 500/Barra Growth
-0.30
-9.11
-2.80
S&P MidCap 400
-2.38
-9.13
-5.23
S&P MidCap 400/Barra Value
-2.11
-9.00
-5.50
S&P MidCap 400/Barra Growth
-2.67
-9.26
-4.96
S&P SmallCap 600
-3.20
-9.68
-6.53
S&P SmallCap 600/Barra Value
-3.70
-10.12
-7.68
S&P SmallCap 600/Barra Growth
-2.71
-9.22
-5.38
S&P SuperComposite 1500
-1.63
-9.67
-4.26
S&P REIT Composite
1.74
-0.45
-1.30

Source: S&P Indexes


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