Diversify and Protect

See how diversification can reduce the impact of a market decline on your portfolio.
Portfolio value at market peak
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
Bond allocation
Cash allocation
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


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.