Hot Articles

The End of Wall Street as We Know It—And We Feel Fine
UBS: A Rotten Culture Inspires Rotten Actions
The Turn of the Tide
MF Global and the Meaning of Chutzpah
Planning for Retirement? Take Off Those Rose-Colored Glasses!

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:

iShares Make Strong Gains as VIPERs Crack $1 Billion

IndexFunds.com Staff
Friday, November 16, 2001

ETF assets soared in the previous 2 weeks in a strengthening market that was coupled with strong investor interest in ETFs.

The iShares continued their recent boom, with all of the top iShares funds enjoying significant gains. iShare's breakthrough 35 bp (0.35% expense ratio) EAFE fund (EFA) also continued to surge toward the top 10, nearing a half billion dollars in assets and coming in at 14th. The iShares Russell 3000 fund grew by 50% over the past two weeks. The strong move into Total Market ETFs (driven largely by institutional interest) also continued to benefit the Total Stock Market VIPERs. After less than 6 months of existance, the Total Market VIPERs established its place in the top 10.

ETFzone Top 10[/:Title:]
 
Fund Ticker Assets 11/02/01 Assets 11/16/01
SPDR - Standard & Poors Depositary Receipts
$25,879,420,700
$27,439,200,000
Nasdaq 100 Trust
$20,823,600,000
$23,226,300,000
Midcap SPDRs
$4,144,353,720
$4,392,215,360
iShares S&P 500
$2,975,154,000
$3,163,894,000
Diamonds Trust - Dow Jones Industrial Average DIA[/:Title:]
$2,814,086,160
$2,799,476,480
iShares Russell 2000
$1,507,625,000
$1,963,004,000
iShares Russell 3000
$993,172,500
$1,532,475,000
Technology Select Sector SPDR
$1,077,324,500
$1,224,546,000
Vanguard Total Stock Market VIPERs VTI
$899,910,480
1,046,814,000
Financial Select Sector SPDR
$805,564,800
$856,071,880
& all the rest

Source: Amex data as of 11/2/2001 and 11/16/2001          


Share/Save/Bookmark

Related Articles

Wednesday, December 21, 2011

Reaching for Yield: Preferred Stock

Monday, October 25, 2010

IFA vs. the Competition

Thursday, July 31, 2003

Vanguard Plans New VIPERS and Sector Funds

Thursday, April 10, 2003

Emerging Markets iShares Begin Trading

Wednesday, April 02, 2003

Domestic Indexes Make Some Gains in March


© 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