Diversification and Bull Markets

A rapidly rising market, commonly known as a Bull Market, can experience declines in price that may take the wind out of one’s portfolio. Protection against declines even during a period of ascendancy can be mitigated by diversifying. This calculator demonstrates the effect of diversification even during the best of times.

Diversification and Bear Markets

Recently investors experience the worst Bear Market (a prolonged decline in stock market prices) since the Crash of 1929. The Nasdaq stock market and technology stocks in particular dropped over 59%. A prudent investor could have softened the downward gust by diversifying.

Portfolio Growth – Historical Returns

This calculator demonstrates the trade-off between risk and return. See how a portfolio weighted heavily in stocks will deliver a higher return, albeit, with a greater level of risk. Greed and Fear are the primary drivers of the Stock Market. This is a greed and fear calculator.

Stock Market Historic Returns

Don’t believe your neighbor or the pushy broker on the phone concerning market returns. Here we show one what the average returns really are. For fun, type in your year of birth and calculate a rate of return. We provide a plethora of historic events for an evening of education and fun. However, don’t overlook the fact that market returns are lower than commonly perceived.