Portfolio 45 Teal


   »  
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 Index11499$ 78,440.000.65
IFA US Large Cap Value Index11208$ 34,809.001.27
IFA US Small Company Index5.52617$ 729.001.09
IFA US Small Cap Value Index5.51506$ 1,152.001.37
IFA Real Estate Index5.5285$ 4,307.001.15
IFA International Value Index5.5528$ 30,044.001.17
IFA International Small Company Index2.754040$ 831.001.16
IFA International Small Cap Value Index2.752266$ 834.001.71
IFA Emerging Markets Index1.65593$ 22,123.000.66
IFA Emerging Markets Value Index1.652051$ 7,406.001.09
IFA Emerging Markets Small Cap Index2.21882$ 624.001.30
IFA One-Year Fixed Income Index11.2557nana
IFA Two-Year Global Fixed Income Index11.2555nana
IFA Five-Year Gov't Income Index11.2513nana
IFA Five-Year Global Fixed Income Index11.2572nana
**As of Mar. 31, 2010.     Total : 100 16,672 $27,267 1.11

 Index Portfolio - Simulated Returns and Volatility Data*
Data Label1 Mo. ending June 2010YTD ending June 20101 Yr ending 20091 Yr ending 20081 Yr ending 20071 Yr ending 20061 Yr ending 20053 Yrs 2007- 20095 Yrs 2005- 200910 Yrs 2000- 200920 Yrs 1990- 200935 Yrs 1975- 200950 Yrs 1960- 2009
Growth $10.97 0.98 1.21 0.79 1.03 1.14 1.07 0.99 1.20 1.71 4.17 40.14 91.07
Return %-2.50 -2.15 21.09 -20.76 3.02 14.12 6.67 -0.38 3.77 5.54 7.40 11.13 9.44
Risk - SD- - 16.04 13.51 6.37 5.21 5.33 13.31 10.85 9.36 8.44 8.64 8.55

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.

 

20 Index Portfolios

4 Portfolio 100 : Bright Red

4 Portfolio 95 : Yellow

4 Portfolio 90 : Gold

4 Portfolio 85 : Orange

4 Portfolio 80 : Purple

4 Portfolio 75 : Dark Blue

4 Portfolio 70 : Dark Teal

4 Portfolio 65 : Dark Green

4 Portfolio 60 : Green

4 Portfolio 55 : Olive

4 Portfolio 50 : Sea Green

4 Portfolio 45 : Teal

4 Portfolio 40 : Aqua

4 Portfolio 35 : Sky Blue

4 Portfolio 30 : Pale Blue

4 Portfolio 25 : Ice Blue

4 Portfolio 20 : Light Turquoise

4 Portfolio 15 : Light Green

4 Portfolio 10 : Light Yellow

4 Portfolio 5 : Ivory