Investing 4 Engineers || Index Portfolio 30 : Pale Blue

Home :: About Us :: Asset Allocations :: Education :: Library :: Open Account :: Contact Us

Portfolio 30 Pale Blue » Indexes » Taxable Accounts » IRA Accounts » 401k Plans » Tax Hybrid Accounts » Top Ten Holdings » Returns Matrix » Fact Sheet » Portfolio Simulator

Index Allocations

Indexes* (see links) Allocation % Number of
Holdings** Wtd Avg Mkt Cap (in $ millions)** Wtd Avg
Book to
Market**

IFA US Large Company Index 8 499 $ 78,440.00 0.65
IFA US Large Cap Value Index 8 208 $ 34,809.00 1.27
IFA US Small Company Index 4 2617 $ 729.00 1.09
IFA US Small Cap Value Index 4 1506 $ 1,152.00 1.37
IFA Real Estate Index 4 285 $ 4,307.00 1.15
IFA International Value Index 4 528 $ 30,044.00 1.17
IFA International Small Company Index 2 4040 $ 831.00 1.16
IFA International Small Cap Value Index 2 2266 $ 834.00 1.71
IFA Emerging Markets Index 1.2 593 $ 22,123.00 0.66
IFA Emerging Markets Value Index 1.2 2051 $ 7,406.00 1.09
IFA Emerging Markets Small Cap Index 1.6 1882 $ 624.00 1.30
IFA One-Year Fixed Income Index 15 57 na na
IFA Two-Year Global Fixed Income Index 15 55 na na
IFA Five-Year Gov't Income Index 15 13 na na
IFA Five-Year Global Fixed Income Index 15 72 na na
**As of Mar. 31, 2010. Total : 100 16,672 $27,267 1.11

Index Portfolio - Simulated Returns and Volatility Data*

Data Label 1 Mo. ending June 2010 YTD ending June 2010 1 Yr ending 2009 1 Yr ending 2008 1 Yr ending 2007 1 Yr ending 2006 1 Yr ending 2005 3 Yrs 2007- 2009 5 Yrs 2005- 2009 10 Yrs 2000- 2009 20 Yrs 1990- 2009 35 Yrs 1975- 2009 50 Yrs 1960- 2009
Growth $1 0.98 0.99 1.16 0.86 1.03 1.11 1.05 1.03 1.20 1.65 3.69 26.92 58.42
Return % -1.68 -1.06 15.75 -13.96 3.35 11.22 5.06 0.97 3.76 5.15 6.75 9.87 8.48
Risk - SD - - 11.76 9.48 4.68 3.80 3.86 9.57 7.80 6.71 6.19 6.60 6.52

THE BIG QUESTION

Your big question is undoubtedly, “What is the right blend of index funds for me?”

The answer becomes abundantly clear once you have determined your Risk Capacity. Risk Capacity is based on a simple formula that takes into consideration your age, assets, income and your investment knowledge to derive your optimal investment balance. You can quickly learn your Risk Capacity by taking this simple survey right now.