Concept Toolkit Tip - Diversification and Bear Markets

This calculator shows how diversification would have protected your portfolio during any of the seven bear markets between 1968 and 2004. Compare the performance of a diversified portfolio to one made up of stocks only.

To open the Diversification and Bear Markets Calculator:
1. Open Concept Toolkit on your computer.
2. Click on the INVESTMENT 1 button at the top of the Concept Toolkit screen.
3. Click on the Diversification and Bear Markets name near the top of the 3rd column.