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Volatility & TFSA Tools
Smart Investing Presentation

 

 
Market Volatility and TFSA Tools for Advisor Sites

Market Volatility Tools
TFSA Calculators


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Market Volatility Tools


Time to Recover from a Bear Market
This calculator lets you estimate the number of years needed to recover from a bear market using three comparative rates of return.
   
Diversification and Bear Markets
This calculator shows how diversification would have protected your portfolio during any of the seven bear markets between 1968 and 2007. Compare the performance of a diversified portfolio to one made up of stocks only.
   
Diversification and Bull Markets
This calculator shows how diversification would have affected the growth of portfolios during any complete bear/bull market cycle between 1968 and 2008. Compare the performance of a diversified portfolio to one made up of stocks only.
   

Stocks - Long Holding Periods Reduce Risk

This series of charts shows how long holding periods reduce the market risk of stocks. Trailing returns by month for 1 month, 1, 3, 5, 10, 15, 20, 25 and 30 year holding periods are charted for the 74 years between 1934 and 2007.
   
Stay Invested
This calculator shows the importance of staying invested in the market. It shows the investment performance of $10,000 fully invested versus the same investment that misses the best performing months of the stock market.
   
Portfolio Growth - Historical Returns
This calculator compares the growth of a diversified portfolio to stocks, bonds and cash using historical rates of return between 1934 and 2007. Returns can be adjusted for inflation and management expense ratios (MERs).
   
Stocks vs Bonds vs Cash
This calculator compares the growth of stocks, bonds and cash using historical rates of return between 1934 and 2007. Returns can be adjusted for inflation and management expense ratios (MERs).
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Any of these calculators can be customized, changed and branded to meet your corporate marketing and compliance requirements.

For more information on how to add these tools to your site, contact Tony Valaitis at
905-648-3221 or tony@ativa.com.



Tax Free Savings Account (TFSA) Tools

TFSA vs 100% Interest Investment
This calculator compares the growth of a TFSA investment to a fully taxable investment that generates interest income only.
   
TFSA vs Diversified Investment
This calculator compares the growth of a TFSA investment to a taxable investment that generates equal portions of interest, eligible dividends and capital gains.
   
TFSA vs Taxable Investment
This calculator compares the growth of a TFSA investment to a taxable investment that can generate any portion of interest, eligible dividends and capital gains. The user can enter their own mix of interest, dividends or capital gains.
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Any of these calculators can be customized, changed and branded to meet your corporate marketing and compliance requirements.

For more information on how to add these tools to your site, contact Tony Valaitis at
905-648-3221 or tony@ativa.com.






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