|
|
| |
Market Volatility and TFSA Tools for Advisor Sites
Market Volatility Tools
TFSA Calculators
To view these tools, you need the Flash Player.
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). |
| Back to Top |
|
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. |
| Back to Top |
|
|
|
|
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.
|