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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.

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Major U.S. Index Returns for October 2002 - Benchmarks Bounce Back

IndexFunds.com Staff
Monday, November 04, 2002

The Dow Jones Industrial Average gained 11% for the month of October to close at 8427.41, according to Dow Jones Indexes. This represents the largest one-month gain in the index since January 1987. The Dow Jones Industrial Average is down 15.91% for the year.

Russell index returns

Index
October 2002
3 month
YTD
Russell 1000
8.31%
-2.82%
-21.54%
Russell 1000 Growth
9.17%
-1.86%
-26.52%
Russell 1000 Value
7.41%
-3.81%
-16.92%
Russell 2000
3.21%
-4.45%
-22.69%
Russell 2000 Growth
5.06%
-2.58%
-31.85%
Russell 2000 Value
1.50%
-6.16%
-14.31%
Russell 3000
7.96%
-2.92%
-21.58%
Russell 3000 Growth
8.91%
-1.90%
-26.87%
Russell 3000 Value
6.98%
-3.98%
-16.68%
Russell Midcap
5.05%
-4.12%
-18.41%
Russell Midcap Growth
7.75%
-1.16%
-28.35%
Russell Midcap Value
3.18%
-6.16%
-12.93%
Russell Top 200
9.36%
-2.41%
-22.56%
Source: Russell Indexes, data as of 10/31/02

S&P index returns

Index
October 2002
3 month
YTD
S&P 500
8.80%
-2.39%
-21.84%
S&P 500/Barra Value
8.31%
-3.40%
-22.00%
S&P 500/Barra Growth
9.25%
-1.45%
-22.06%
S&P MidCap 400
4.33%
-3.59%
-15.73%
S&P MidCap 400/Barra Value
4.00%
-5.41%
-12.27%
S&P MidCap 400/Barra Growth
4.65%
-1.76%
-19.53%
S&P SmallCap 600
3.20%
-2.19%
-16.02%
S&P SmallCap 600/Barra Value
2.01%
-5.62%
-16.64%
S&P SmallCap 600/Barra Growth
4.34%
1.16%
-16.00%
S&P 100
10.96%
-1.19%
-21.75%
S&P 1000
3.98%
-3.15%
-15.80%
S&P SuperComposite 1500
8.25%
-2.47%
-21.21%
S&P REIT Composite
-4.81%
-8.63%
-1.41%

Source: Standard & Poor's Indexes, data as of 10/31/02


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