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The wall posters are an excellent first introduction to the power of markets and the benefits of patience, asset class diversification, and the avoidance of market timing.
The client handouts are excellent tools for client meetings, using Dimensional's "4S Framework" to help you personalize your client interactions using scripts, stories, sketches, and supplements.
The poster is based on the Dimensional US Market Index matrix from 1928-2024.
One version has no returns in the cells and the other version includes returns.
[includes returns]
The poster is based on the Dimensional US Small Cap Value Index matrix from 1928-2024.
One version has no returns in the cells and the other version includes returns.
[includes returns]
For the period 1995 to 2024, this poster shows a set of core asset classes ranked from highest return to lowest return each year. It’s purpose is to illustrate the randomness of asset class leadership year-to-year and the folly of under- or over-weighting asset classes based on predictions of future performance.
One version has no returns in the cells and the other version includes returns.
[includes returns]
This poster tracks the yearly changes in rank for the asset classes and includes an asset class mix for comparison of volatility.
This poster shows US market history in a different perspective from the matrix posters. Using monthly data, an up market is defined as a sustained rise in stock prices prior to a 20% or more decline. A down market ends after a 20% gain in the market. The duration and degree of each cycle is displayed along with a “growth of $1” line.
These handouts are 2-sided and best printed on 11″ x 17″ medium weight, semi-gloss paper. They fold to 8.5″ x 11″ with the image inside.
Dimensional Fund Advisors featured our work with The Index Matrix and investing images in the 40th Anniversary edition of their popular Matrix Book.
Dimensional-approved advisors can watch the webcast “Bringing the Matrix Book to Life” here. It features Jeff & TJ Troutner of Equius Partners demonstrating these tools.
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