Hot Articles

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

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

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:

Equity Indexes Rally in April

IndexFunds.com Staff
Monday, May 05, 2003

The Dow Jones Industrial Average rose 5.99% in April, and is up 1.55% for the year.

Measuring Europe, the Dow Jones STOXX 50 index was up 12.08% for April; year-to-date the index is down 2.28%. The Dow Jones Asian Titans 50 index fell 4% in April, while year-to-date the index is down 13.64%.

The Dow Jones Global Titans 50 worldwide blue-chip market index rose 8.1% in April, and is up 2.05% for the year.

S&P Domestic Equity Indexes in April 2003

Index
1 month (%)
3 month (%)
YTD (%)
S&P 500
8.24
7.65
4.83
S&P 500 Equal Weighted
10.15
7.98
5.21
S&P 500/Barra Value
9.89
6.76
3.83
S&P 500/Barra Growth
6.70
8.53
5.81
S&P MidCap 400
7.26
5.59
2.50
S&P MidCap 400/Barra Value
8.12
5.49
1.84
S&P MidCap 400/Barra Growth
6.38
5.66
3.17
S&P SmallCap 600
8.12
5.48
1.85
S&P SmallCap 600/Barra Value
9.05
4.69
0.36
S&P SmallCap 600/Barra Growth
7.15
6.24
3.33
S&P SuperComposite 1500
8.16
7.41
4.54
S&P REIT Composite
4.37
8.36
5.13

Source: S&P Indexes

 

Russell Domestic Equity Indexes in April 2003

Index
1 month (%)
3 month (%)
YTD (%)
Russell 1000
8.07
7.50
4.90
Russell 1000 Growth
7.39
8.89
6.25
Russell 1000 Value
8.80
6.08
3.51
Russell 2000
9.48
7.54
4.56
Russell 2000 Growth
9.46
8.16
5.22
Russell 2000 Value
9.50
6.95
3.94
Russell 2500
8.91
7.31
4.46
Russell 2500 Growth
8.72
7.59
5.24
Russell 2500 Value
9.06
7.09
3.86
Russell 3000
8.17
7.51
4.87
Russell 3000 Growth
7.52
8.84
6.18
Russell 3000 Value
8.85
6.14
3.54
Russell Midcap
7.26
6.89
4.73
Russell Midcap Growth
6.81
7.85
6.79
Russell Midcap Value
7.60
6.18
3.24
Russell Small Cap Completeness
8.14
6.88
4.74
Russell Small Cap Comp Growth
8.01
7.17
5.54
Russell Small Cap Comp Value
8.25
6.64
4.06
Russell Top 200
8.34
7.70
4.95
Russell Top 200 Growth
7.54
9.16
6.11
Russell Top 200 Value
9.29
6.04
3.62
Source: Russell Indexes

Share/Save/Bookmark

Related Articles

Tuesday, April 24, 2012

The Returns of an Average Equity Investor

Wednesday, January 18, 2012

Problems with Private Equity Performance

Monday, January 09, 2012

Year-End Review

Friday, May 06, 2011

What's the Significance?

Thursday, February 04, 2010

Goldman, Deutsche Back 'Do-Gooder' Funds


© 2009 Index Funds Advisors, Inc.   All Rights Reserved

Disclaimer and Privacy Policy


This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.)


Login