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.

Diversified Portfolio
The percentage figures for stocks, bonds and cash do not add up to 100%. Please correct your entries.

Stock allocation (maximum value 100%)
	33.33%
Bond allocation (maximum value 100%)
	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

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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

Diversify and Protect

See how diversification can reduce the impact of a market decline on your portfolio.

Portfolio value at market peak	$100,000
Diversified Portfolio:
Stock Allocation:	33.33%
Bond Allocation:	33.33%
Cash Allocation:	33.34%

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