Long Term Investing Gallery

Back to Screenshot Gallery Menu

Concept Toolkit has a great selection of calculators and infographics that show the importance of long term investing using historical data going back 70 years.

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

  • This graph shows the growth of the S&P/TSX Total Return Index from 1968 to 2015.
  • This graph shows how the range of returns on stocks (from best to worst) is reduced as the investment holding period increases from 1 year to 30 years.
  • This is a summary of the series of charts that show trailing returns for stocks for holding periods from 1 month to 30 years. As the holding periods get longer, the volatility becomes lower.
  • This chart shows how volatile stock market returns can be from month to month. Check out the next few screens to see how volatility is reduced as the investment holding period increases.
  • This chart shows the 1 year returns for the stock market for all 12 month holding periods since 1940. Notice how the number of negative returns go down compared to the 1 month chart.
  • This chart shows the 5 year returns for the stock market for all 5 year holding periods since 1940. Notice how there are almost no negative returns compared to the 1 year chart.
  • This chart shows the 10 year returns for the stock market for all 10 year holding periods since 1940. All holding periods show a positive return.
  • This chart shows the 20 year returns for the stock market for all 20 year holding periods since 1940.
  • This chart shows the Best, Worst and Average returns for a Very Conservative Portfolio (20% Bonds, 80% Cash) over different holding periods ranging from 1 year to 30 years.
  • This chart shows the Best, Worst and Average returns for an Aggressive Portfolio. Notice how the range of returns is higher (ie/ more volatile) for the shorter periods but is greatly reduced as the periods get longer.
  • See how 1 year returns for a Moderate portfolio range from a negative return to +20%.
  • See how 30 year returns for a Moderate portfolio only range from +5% to +12%.
  • Show clients how much growth is lost by not being invested during the best performing months of the market.

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

30-DAY FREE TRIAL       ORDER NOW       GET STARTED VIDEO    LEARN MORE

Back to Screenshot Gallery Menu