Index Fund Advisors: Market Beating Portfolios

November 27, 2019 / By
Index Fund Advisors achieve stellar returns with their very diversified portfolios. Are they gonna win for you too?

This is the article detailing the investment portfolios of Index Fund Advisors.

Index Fund Advisors is headed up by Mark T. Hebner. It is an investment advisory firm using exclusively Dimensional Funds (DFA) and employing passive index strategies to achieve some very respectable returns.

Index Fund Advisors: Market Beating Portfolios

Who is Index Fund Advisors (IFA)?

IFA provides a wealth of fantastic information on investing on their site. Mark Hebner’s book Index Funds: The 12-Step Recovery Program for Active Investors is a great way to get up to speed on why indexing and passive investing is a superior way to invest. Just recently IFA had a Galton Board made to describe how random distribution occurs. It is a fun little gadget that shows that returns from asset classes are mostly random.

Index Funds: The 12-Step Program for Active Investors
Get the book on Amazon

What is special about the Index Fund Advisors (IFA) Portfolios?

IFA’s portfolios are characterized by their tilt towards value and small cap. The portfolios also diversify into many asset classes. This really helps as their returns are very good. The free lunch of diversifying is working great.

Performance of the Index Fund Advisors (IFA) Portfolios

Portfolio NameNumber of asset classes1 year return 2019YTD (incl. December 2019)10 year returnDrawdownRisk LevelMarket CorrelationDollar Value
S&P 500 (Benchmark)131.25%31.25%12.97%-37.71%5 - very high risk0.99$167,045.76
Index Fund Advisors, Portfolio 1001223.51%23.51%11.68%-39.64%5 - very high risk0.87$178,425.61
Index Fund Advisors, Portfolio 801620.02%20.02%9.81%-30.64%4 - high risk0.87$143,039.05
Index Fund Advisors, Portfolio 601616.56%16.56%7.85%-21.64%3 - medium risk0.87$109,713.66
Index Fund Advisors, Portfolio 501614.83%14.83%6.85%-17.14%2 - low risk0.87$94,581.82
Index Fund Advisors, Portfolio 901621.75%21.75%10.67%-34.32%5 - very high risk0.87$156,382.38
Index Fund Advisors, Portfolio 701618.29%18.29%8.76%-25.65%3 - medium risk0.87$118,307.61
Index Fund Advisors, Portfolio 401613.10%13.10%5.76%-12.64%2 - low risk0.87$72,087.68
Index Fund Advisors, Portfolio 301611.37%11.37%4.71%-8.31%1 - very low risk0.84$59,900.62
Index Fund Advisors, Portfolio 20169.65%9.65%3.65%-3.97%1 - very low risk0.77$49,276.08
Index Fund Advisors, Portfolio 10167.89%7.89%2.57%-0.31%1 - very low risk0.53$40,126.43

Asset Allocation of Index Fund Advisors (IFA) Portfolios

 

index-fund-advisors-portfolio-60-Portfolio

Index Fund Advisors, Portfolio 10                            

  • 1.20%    US Large Cap Value         (VTV)
  • 1.20%    US Large Cap      (VV)
  • 2.00%    US Small Cap Value         (VIOV)
  • 2.00%    US Small Cap      (VIOO)
  • 0.25%    REITs     (VNQ)
  • 0.40%    Emerging Markets           (VWO)
  • 0.60%    International Large Cap Value     (EFV)
  • 0.60%    International Small Cap Blend             (VSS)
  • 23.00%  Short Term Treasuries       (VGSH)
  • 0.60%    International Small Cap Value             (DLS)
  • 0.50%    Emerging Markets Small Cap       (EWX)
  • 0.40%    Emerging Markets Value               (FNDE)
  • 22.50%  1 Year Fixed Income       (BSV)
  • 22.50%  2 Year Global Fixed Income         (BNDX)
  • 22.50%  5 Year Global Fixed Income         (BND/BNDX)
  • 0.25%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 20                            

  • 2.40%    US Large Cap Value         (VTV)
  • 2.40%    US Large Cap      (VV)
  • 4.00%    US Small Cap Value         (VIOV)
  • 4.00%    US Small Cap      (VIOO)
  • 0.50%    REITs     (VNQ)
  • 0.80%    Emerging Markets           (VWO)
  • 1.20%    International Large Cap Value     (EFV)
  • 1.20%    International Small Cap Blend             (VSS)
  • 20.00%  Short Term Treasuries       (VGSH)
  • 1.20%    International Small Cap Value             (DLS)
  • 1.00%    Emerging Markets Small Cap       (EWX)
  • 0.80%    Emerging Markets Value               (FNDE)
  • 20.00%  1 Year Fixed Income       (BSV)
  • 20.00%  2 Year Global Fixed Income         (BNDX)
  • 20.00%  5 Year Global Fixed Income         (BND/BNDX)
  • 0.50%    International REITs          (VNQI)

 

Index Fund Advisors, Portfolio 30                            

  • 3.60%    US Large Cap Value         (VTV)
  • 3.60%    US Large Cap      (VV)
  • 6.00%    US Small Cap Value         (VIOV)
  • 6.00%    US Small Cap      (VIOO)
  • 0.75%    REITs     (VNQ)
  • 1.20%    Emerging Markets           (VWO)
  • 1.80%    International Large Cap Value     (EFV)
  • 1.80%    International Small Cap Blend             (VSS)
  • 17.50%  Short Term Treasuries       (VGSH)
  • 1.80%    International Small Cap Value             (DLS)
  • 1.50%    Emerging Markets Small Cap       (EWX)
  • 1.20%    Emerging Markets Value               (FNDE)
  • 17.50%  1 Year Fixed Income       (BSV)
  • 17.50%  2 Year Global Fixed Income         (BNDX)
  • 17.50%  5 Year Global Fixed Income         (BND/BNDX)
  • 0.75%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 40                            

  • 4.80%    US Large Cap Value         (VTV)
  • 4.80%    US Large Cap      (VV)
  • 8.00%    US Small Cap Value         (VIOV)
  • 8.00%    US Small Cap      (VIOO)
  • 1.00%     REITs     (VNQ)
  • 1.60%     Emerging Markets           (VWO)
  • 2.40%    International Large Cap Value     (EFV)
  • 2.40%    International Small Cap Blend             (VSS)
  • 15.00%  Short Term Treasuries       (VGSH)
  • 2.40%    International Small Cap Value             (DLS)
  • 2.00%    Emerging Markets Small Cap       (EWX)
  • 1.60%    Emerging Markets Value               (FNDE)
  • 15.00%  1 Year Fixed Income       (BSV)
  • 15.00%  2 Year Global Fixed Income         (BNDX)
  • 15.00%  5 Year Global Fixed Income         (BND/BNDX)
  • 1.00%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 50                            

  • 6.00%    US Large Cap Value         (VTV)
  • 6.00%    US Large Cap      (VV)
  • 10.00%  US Small Cap Value         (VIOV)
  • 10.00%  US Small Cap      (VIOO)
  • 1.25%     REITs     (VNQ)
  • 2.00%    Emerging Markets           (VWO)
  • 3.00%    International Large Cap Value     (EFV)
  • 3.00%    International Small Cap Blend             (VSS)
  • 12.50%  Short Term Treasuries       (VGSH)
  • 3.00%    International Small Cap Value             (DLS)
  • 2.50%    Emerging Markets Small Cap       (EWX)
  • 2.00%    Emerging Markets Value               (FNDE)
  • 12.50%  1 Year Fixed Income       (BSV)
  • 12.50%  2 Year Global Fixed Income         (BNDX)
  • 12.50%  5 Year Global Fixed Income         (BND/BNDX)
  • 1.25%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 60                            

  • 7.20%    US Large Cap Value         (VTV)
  • 7.20%    US Large Cap      (VV)
  • 12.00%  US Small Cap Value         (VIOV)
  • 12.00%  US Small Cap      (VIOO)
  • 1.50%     REITs     (VNQ)
  • 2.40%    Emerging Markets           (VWO)
  • 3.60%    International Large Cap Value     (EFV)
  • 3.60%    International Small Cap Blend             (VSS)
  • 10.00%  Short Term Treasuries       (VGSH)
  • 3.60%    International Small Cap Value             (DLS)
  • 3.00%    Emerging Markets Small Cap       (EWX)
  • 2.40%    Emerging Markets Value               (FNDE)
  • 10.00%  1 Year Fixed Income       (BSV)
  • 10.00%  2 Year Global Fixed Income         (BNDX)
  • 10.00%  5 Year Global Fixed Income         (BND/BNDX)
  • 1.50%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 70                            

  • 8.40%    US Large Cap Value         (VTV)
  • 8.40%    US Large Cap      (VV)
  • 14.00%  US Small Cap Value         (VIOV)
  • 14.00%  US Small Cap      (VIOO)
  • 1.75%     REITs     (VNQ)
  • 2.80%    Emerging Markets           (VWO)
  • 4.20%    International Large Cap Value     (EFV)
  • 4.20%    International Small Cap Blend             (VSS)
  • 7.50%    Short Term Treasuries       (VGSH)
  • 4.20%    International Small Cap Value             (DLS)
  • 3.50%    Emerging Markets Small Cap       (EWX)
  • 2.80%    Emerging Markets Value               (FNDE)
  • 7.50%    1 Year Fixed Income       (BSV)
  • 7.50%    2 Year Global Fixed Income         (BNDX)
  • 7.50%    5 Year Global Fixed Income         (BND/BNDX)
  • 1.75%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 80                            

  • 9.60%    US Large Cap Value         (VTV)
  • 9.60%    US Large Cap      (VV)
  • 16.00%  US Small Cap Value         (VIOV)
  • 16.00%  US Small Cap      (VIOO)
  • 2.00%    REITs     (VNQ)
  • 3.20%    Emerging Markets           (VWO)
  • 4.80%    International Large Cap Value     (EFV)
  • 4.80%    International Small Cap Blend             (VSS)
  • 5.00%    Short Term Treasuries       (VGSH)
  • 4.80%    International Small Cap Value             (DLS)
  • 4.00%    Emerging Markets Small Cap       (EWX)
  • 3.20%    Emerging Markets Value               (FNDE)
  • 5.00%    1 Year Fixed Income       (BSV)
  • 5.00%    2 Year Global Fixed Income         (BNDX)
  • 5.00%    5 Year Global Fixed Income         (BND/BNDX)
  • 2.00%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 90                            

  • 10.80%  US Large Cap Value         (VTV)
  • 10.80%  US Large Cap      (VV)
  • 18.00%  US Small Cap Value         (VIOV)
  • 18.00%  US Small Cap      (VIOO)
  • 2.25%    REITs     (VNQ)
  • 3.60%    Emerging Markets           (VWO)
  • 5.40%    International Large Cap Value     (EFV)
  • 5.40%    International Small Cap Blend             (VSS)
  • 2.50%    Short Term Treasuries       (VGSH)
  • 5.40%    International Small Cap Value             (DLS)
  • 4.50%    Emerging Markets Small Cap       (EWX)
  • 3.60%    Emerging Markets Value               (FNDE)
  • 2.50%    1 Year Fixed Income       (BSV)
  • 2.50%    2 Year Global Fixed Income         (BNDX)
  • 2.50%    5 Year Global Fixed Income         (BND/BNDX)
  • 2.25%    International REITs          (VNQI)

Index Fund Advisors, Portfolio 100                          

  • 12.00%  US Large Cap Value         (VTV)
  • 12.00%  US Large Cap      (VV)
  • 20.00%  US Small Cap Value         (VIOV)
  • 20.00%  US Small Cap      (VIOO)
  • 3.00%    REITs     (VNQ)
  • 4.00%    Emerging Markets           (VWO)
  • 6.00%    International Large Cap Value     (EFV)
  • 6.00%    International Small Cap Blend             (VSS)
  • 6.00%    International Small Cap Value             (DLS)
  • 5.00%    Emerging Markets Small Cap       (EWX)
  • 4.00%    Emerging Markets Value               (FNDE)
  • 2.00%    International REITs          (VNQI)

Alternatives to Index Fund Advisors (IFA) Portfolios

The 3 most similar groups of portfolios to the Index Fund Advisors (IFA) Portfolios. The first group of portfolios is the David Booth’s portfolios. David Booth is the CEO of Dimensional Funds, so no surprise why the portfolios are similar. The second group is Dan Solin’s portfolios. Dan Solin used to work at IFA. The third group of portfolios are the FPL Capital Management Portfolios.

Conclusion

Which portfolio do you use? Do you think an IFA portfolio is right for you?

After having read up on Index Fund Advisors Portfolios I encourage you to find other great portfolios right here on portfolioeinstein.com.

If you have suggestions to new portfolios be sure to add them in comments or reach out to me. I answer each and every mail and comment.

I would love to hear from you!

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