Portfolios of Indexes

There is only one investment decision to be made. Which portfolio of index funds is right for you? The following chart indicates the broad asset class allocation of each of the 20 index portfolios that are recommended by IFA.

 

The three dimensions of risk and return are shown in the rotating cube on the right. These are the factors that explain portfolio returns. The 20 portfolios below are increasing the exposure to these three risk factors. Portfolio 5 has the least amount of risk and 100 has the most. You will need to take the Risk Capacity Survey to determine which portfolio is best for you. Please click below to get started.