Hot Articles

Option Theory Does Not Refute Time Diversification
The Venture Capital Myth
Angel Investing: Paving the Road to Financial Hell with Good Intentions
2011 winners can make you a 2012 loser
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...

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:

Domestic Indexes Make Some Gains in March

IndexFunds.com Staff
Wednesday, April 02, 2003

The Dow Jones Industrial Average rose 4.29% in March, and is down 1.33% for the year, according to Dow Jones Indexes. Measuring Europe, the Dow Jones STOXX 50 index was up 3.26% for March, and is down 7.11% for the year. The Dow Jones Asian Titans 50 index fell 0.23% in for the month, and is down 6.31% year-to-date. The Dow Jones Global Titans 50 worldwide blue-chip market index rose 4.08% in March. Year-to-date, the index is down 2.31%.

S&P Indexes in March

Index
1 month (%)
YTD (%)
1 year (%)
S&P 500
0.97
-3.15
-24.76
S&P 500 Equal Weighted
0.30
-4.48
-25.24
S&P 500/Barra Value
-0.13
-5.51
-26.19
S&P 500/Barra Growth
2.03
-0.83
-23.61
S&P MidCap 400
0.84
-4.44
-23.45
S&P MidCap 400/Barra Value
-0.32
-5.81
-22.97
S&P MidCap 400/Barra Growth
2.05
-3.02
-24.23
S&P SmallCap 600
0.79
-5.79
-24.81
S&P SmallCap 600/Barra Value
-0.31
-7.96
-28.60
S&P SmallCap 600/Barra Growth
1.91
-3.57
-21.21
S&P SuperComposite 1500
0.96
-3.34
-24.66
S&P REIT Composite
2.05
0.72
-3.24

Source: S&P Indexes


Share/Save/Bookmark

Related Articles

Thursday, March 22, 2012

Betting vs. Investing: What We Can Learn from March Madness

Tuesday, January 03, 2012

2011: The Year in Review

Thursday, July 10, 2003

Managers vs. Indexes - Q2 is a Draw, but Long-Term Results Favor Benchmarks

Monday, June 02, 2003

Broad Domestic Equity Indexes in May

Monday, May 05, 2003

Equity Indexes Rally in April

Login