The links below take you to various related research topics germane to the IFR strategy.
Diversification – A Contrarian View
Written by IFR’s founder, this article addresses the rationale for diversification – risk tolerance – and shows that, for an investment horizon of 50+ years, a diversified portfolio fails to address the real risk – that of running out of money during retirement.
100% Equity Beats Diversified Portfolio Under All Conditions
This study takes the Fidelity recommended weightings for a Conservative, Balanced, Growth and Aggressive Growth portfolio and compares those portfolios’ performances to VTI over 25 years of market ups and downs.
