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

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




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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

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Mal-location of Capital
Wall Street: the other Las Vegas

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Editors' Model Portfolios - Basic Domestic Stock/Bond Split

IndexFunds.com Staff
Wednesday, October 16, 2002

It doesn't get much simpler than this. We imagine John Bogle would like the elegant simplicity of this two-fund portfolio - one total market stock and one total market bond.

For our favorite index funds covering various asset classes, click here. Remember these are suggested portfolios and shouldn't be taken at face value. We assume an intermediate risk profile.

Investor age
Wilshire 5000 or Russell 3000 allocation
Bond index allocation
<25
80%
20%
25-35
70%
30%
35-45
60%
40%
45-55
50%
50%
55-65
40%
60%
65-75
30%
70%
75+
20%
80%

To return to the Editors' Model Portfolios homepage, click here.


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