Diversify and Protect

See how diversification can reduce the impact of a market decline on your portfolio.
Portfolio value at market peak
100,000
Portfolio value at market peak
This is the value of the portfolio just before the start of the bear market.
Diversified portfolio:
Diversified Portfolio
Create a diversified portfolio that can be compared to a 100% stock portfolio.
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Diversified Portfolio
The percentage figures for stocks, bonds and cash do not add up to 100%. Please correct your entries.

Stock allocation
33.33%
Bond allocation
33.33%
 
Cash allocation
33.34%
Select a bear market
U.S. Financial Crisis
May 2008 to February 2009
Market Peak May 08
Market Bottom Feb 09
Market Bottom Feb 09




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Assumptions
Bear market periods are measured using the closing month end values of the stock, bond and cash indexes. Stocks are represented by the S&P/TSX Total Return Index, bonds by the Canada 10 Year Government Bond Total Return Index and cash by the Canada Total Returns TBill index.

Disclaimer