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New IFA Index Portfolio 10

Highly Conservative: Suitable for investors who have 4 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth with an emphasis on capital preservation.

Stock to Bond
Allocation
(10% Stocks / 90% Bonds)

Portfolio Allocation

Figure 1: New IFA Index Portfolio 10 Allocation
100 Allocations Available to Clients
IFA Indexes*
(Click links for definition of IFA indexes)
Allocation (%)Number of Stocks & Bonds*Wtd Avg Mkt Cap (in $ Mill)*Wtd Avg Book to Market*
IFA US Large Company Index1.20502$120,3890.420
IFA US Large Cap Value Index1.20215$74,6570.760
IFA US Small Cap Index2.002,203$1,8930.480
IFA US Small Cap Value Index2.001,501$2,7500.740
IFA Global REIT Index0.50356$11,0350.650
IFA International Value Index0.60526$57,3380.940
IFA International Small Company Index0.604,339$2,2220.700
IFA International Small Cap Value Index0.602,057$2,3921.070
IFA Emerging Markets Index0.401,038$42,1400.650
IFA Emerging Markets Value Index0.402,235$25,3561.120
IFA Emerging Markets Small Cap Index0.503,227$1,2670.760
IFA One-Year Fixed Income Index22.50N/AN/AN/A
IFA Two-Year Global Fixed Income Index22.50N/AN/AN/A
IFA Short Term Government Index22.50N/AN/AN/A
IFA Five-Year Global Fixed Income Index22.50N/AN/AN/A
*As of Tuesday, December 31, 2013Total:100.00%18,199$31,3660.690

Figure 2

FactSheet Figure 2 and 3 for NEWport


Figure 4

Figure 5

General Asset Allocations of the NEW IFA Index Portfolios (NEWports)


Figure 6

Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes

Figure 7

Time Diversification of NEW IFA Index Portfolio

Figure 8

Why Diversify? Stocks vs. Indexes and New IFA Index Portfolios

Figure 9

Histograms of Simulated Passive Investor Experiences (New IFA Index Portfolios)

Figure 10

Simulated Passive Investor Experiences (SPIEs) New Portfolios

Figure 11

Distribution of Monthly Returns of IFA New Index Portfolios and Sim. SP500

Figure 12

Positive vs. Negative Returns in Various Time Periods (New IFA Index Portfolios)

Figure 13

High-Median-Low Monthly Rolling Period Analysis IFA New Portfolios

Figure 14

Index Comparisons

Figure 15

IFA Index Portfolio Comparisons

Figure 16

Roller Coaster of Risk and Return for NEW IFA Index Portfolios and IFA Indexes

Figure 17

(See this Chart Over 85 Years)
Style Drifters: Can You Pick the Next Asset Class Winner?               Rewind/Play:

Figure 18

Style Drifters: Can You Pick the Next Industrial Sector Winner?        Rewind/Play:

Figure 19

Style Drifters: Can You Pick the Next Country Winner?

Figure 20

(More on this Chart)
Investor Success at Capturing Fund Returns With and Without Passive Advisors

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