Diversification Screenshots (Concept Toolkit)

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Concept Toolkit has calculators and infographics to help clients understand the importance of diversification and maintaining a long-term investing perspective.

Move your mouse over the screen shot below and click on the “<” and “>” arrows to view the gallery.

  • Visually show clients and prospects the various types of risk they face as investors.
  • This chart shows where different types of mutual funds fit on the risk/reward continuum.
  • See how different allocations of stocks, bonds and cash affect the potential return and risk of an investment portfolio.
  • Show clients how their portfolio can be diversified by each major asset class and then further diversified within each class.
  • Show clients how their portfolio can be diversifed by country, industry and company.
  • Create and compare the growth of two portfolios to the growth of stocks, bonds and cash using historical data for any period since 1937.
  • This is the data entry screen for the Portfolio Growth calculator. Enter an investment amount, time period, adjust for inflation, select Canadian or US stocks and create two portfolios of stocks, bonds and cash.
  • Show clients how diversifying across the 3 main asset types (cash, bonds and stocks) protects their portfolio during a market downturn using historical data for any of the 8 bear markets since 1968.
  • This is the data entry screen for the Diversifcation and Bear Markets calculator. You can select one of the 8 bar markets, enter an portfolio amount and create a portfolio of stocks, bonds and cash using your own percentages.
  • Introduce clients to the concept of Dollar Cost Averaging with this visual.
  • Use this simple, visual example to show clients the math behind Dollar Cost Averaging.

The print-out for each calculator and infographic can be customized with your client’s name, your name and your firm’s name.

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