Comparative. Global. Client-ready. Client education about portfolio diversification.
The Morningstar Asset-Class Winners and Losers handout charts the performance fluctuations of seven asset classes and one hypothetical portfolio over thirty years. This visual helps financial advisors convey how a diversified portfolio strategy can help protect against the unpredictability inherent to a particular asset class. The reverse side of each handout explores the benefits of geographically diverse stock selections by comparing Canadian market performance against worldwide developed markets.
The Asset-Class Winners and Losers Chart depicts the 30-year performance history of a Hypothetical Moderate portfolio against seven asset classes, including Canadian stocks, Canadian bonds, U.S. small stocks, U.S. large stocks, 5-Year GICs, Canadian Treasury bills, and world ex-U.S. stocks across one hypothetical moderate portfolio.
The reverse side of each handout features a “Domestic and Foreign Strength” chart that compares the three best-performing developed stock markets worldwide to the Canadian market over the past ten years.
Handouts are 8.5” x 11” in size and open to 11” x 16.5”
Customization options are available for orders of more than 500 charts