Investment Holding Periods Infographic

This Investment Holding Periods infographic illustrates how different portfolio combinations perform over time. Designed to help start the conversation about risk and return, the infographic speaks to the best, worst and average returns.

“Using a historical perspective, discover the best, worst and average returns of investment portfolio types over time.”

The best, worst and average returns are explored through the Investment Holding Periods infographic with consideration to a variety of portfolios ranging from very conservative to aggressive. Using a historical perspective, the time frames include one year up to thirty years from 1949 to 2023. Each of the portfolios were rebalanced to their original allocation every twelve months.

Types of Portfolios

Investment portfolios included:

  • Conservative includes 80% Cash and 20% Bonds
  • Moderate portfolio includes 25% Cash, 45% Bonds, and 30% Stocks
  • Balanced holds 15% Cash, 35% Bonds, and 50% Stocks
  • Growth 10% Cash, 20% Bonds and 70% Stocks
  • Aggressive holds 5% Cash, 5% Bonds and 90% Stocks

Stocks are represented by the S&P/TSX Total Return Index. Bond returns are from the Canada 10 Year Total Return Government Bonds, and Cash is represented by the Canada Total Returns TBill Index.

Holding Periods

Discover how timing makes a dramatic difference in returns. The infographic illustrates 1 year, 5 year,  10 year, 15 year, 20 year, 25 year and 30 year holding periods.

Companion Calculators

This Investment Holding Periods infographic works well with the historical perspective calculators including:

  • Rate of Return Odds
  • Stock, Bonds and Cash
  • Stocks and Holding Periods

Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

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