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

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




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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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Index Returns Through 3-31-2000

IndexFunds.com Staff
Wednesday, April 19, 2000

Returns are in percentages, all annualized except for 1st Quarter 2000. Example: an investor placing $100 in 3-month T-Bills in 3/31/99 would have approximately $105.20 before fees in 3/31/00.

 
1st Quar.
12 Months
3 Years
5 Years
10 Years
15 Years
Index Name
2000
To 3/31/00
'97-'99
'95-'99
'90-'99
'85-'99
Consumer Price Index
0.83
2.85
2
2.37
2.93
3.18
3 Month T-Bill
1.45
5.2
5.07
5.25
5.1
5.8
Lehman Int. Gov/Cor
1.49
2.07
5.49
7.09
7.26
8.41
Lehman L-T Gov/Cp
5.59
0.93
5.74
8.99
8.65
10.74
Wilshire 5000
3.82
23.61
26.13
27.11
17.61
18.12
Russell 3000
4.57
22.26
25.52
26.94
17.68
18.15
Standard & Poor's 500
2.29
17.94
27.55
28.54
18.2
18.92
Dow Jones Industrial
-4.68
13.28
23.34
27.03
18.35
N/A
Russell 1000
4.36
21.19
26.83
28.04
18.13
18.64
Barra Large Cap Growth
4.11
24.92
35.52
33.64
20.6
20.38
Muldex Large Growth
3.13
24.99
33.86
33.22
20.46
19.62
Russell 1000 Growth
7.13
34.12
34.07
32.41
20.31
20.06
Wilshire Large Growth
6.21
33.03
37.67
35.5
21.98
21.37
Barra Large Cap Value
0.23
9.86
18.88
22.94
15.37
16.96
Muldex Large Value
0.36
2.42
17.55
22.16
14.87
17.37
Russell 1000 Value
0.48
6.34
18.84
23.06
15.59
16.91
Wilshire Large Value
-0.17
7.15
14.13
20.49
13.86
16.01
S&P Midcap 400
12.68
38.07
21.8
23.04
17.31
18.33
Wilshire 4500
9.94
49.22
22.57
23.56
16.1
16.16
Barra MidCap Growth
18.96
60.55
31.26
27.8
N/A
N/A
Muldex Midcap Growth
16.9
53.99
21.02
22.66
15.86
16.98
Russell Midcap Growth
21.12
77.2
29.77
28.03
18.96
N/A
Wilshire Midcap Growth
18.88
92.27
18.26
21.38
16.68
16.01
Barra MidCap Value
6.27
18.27
12.91
18.16
N/A
N/A
Muldex Midcap Value
0.89
9.3
14.35
17.75
15.4
14.39
Russell Midcap Value
1.01
4.15
12.15
18.01
13.82
N/A
Wilshire Midcap Value
5.94
16.41
9.52
15.48
13.13
15.11
S&P Smallcap 600

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