Investing

By Allan Norman, MSc, CFP, CIM on July 8, 2025
Estimated reading time: 4 minutes

By Allan Norman, MSc, CFP, CIM on July 8, 2025
Estimated reading time: 4 minutes

The Index Matrix vividly illustrates how different assets performed in the past. Here’s how Canadians can use it to improve their portfolios.

Is there a fun and engaging web tool I can use with people so they can get a good grasp of expected long-term returns for equities and bonds, before and after inflation?

—Allan, Barrie, Ont.

You caught me, that is my question and not a question from a MoneySense reader. But there is such an tool. Until last week I paid about $400 a year for access, but now it is free to everyone, and I want to make you aware of it. It is so good, it is worth bookmarking.

What I like about it is it gives you a quick history of stock and bond returns. I find looking back at history gives me more confidence in what to expect in the future, especially when markets drop. Also, having a better understanding of historical returns may help you with your investment allocation........

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