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Investment returns by asset class -- annualized real total returns from 1985 to 2024

Investment Returns by Asset Class (1985 to 2024)

Historical investment returns by asset class for a wide set of investments -- including stocks / bonds in the U.S., Canada, and beyond. Top performers, correlations, and more. Continue reading»

Tracking Canadian Housing Market Affordability (1999 to 2024)

Tracking housing market affordability in Canada through home prices, incomes and mortgage rates. Data on 14 cities from 1999 to 2024. Continue reading»

COVID-19’s Economic Impact in Canada: an index of facts, figures, sources, and resources

A summary of COVID-19's economic impact in Canada (jobs, investments, housing, and more), the government's response to the crisis, and practical tips for those facing financial hardship. Continue reading»

Rich, Richer, Richest: a Profile of High-Income Canadians

Defining what it means to be a 'high-income Canadian', comparing income earned vs income taxes paid, and an analysis of trends from the '80s to the present. Continue reading»

Visualizing market volatility - post header image

Visualizing Stock Market Volatility

An interactive tool to visualize the ups and downs of the stock market, and the impact that this volatility can have on the growth of your investments. Continue reading»

The Measure of a Plan - Investment Portfolio Tracker - Header Image

Investment Portfolio Tracker — a Spreadsheet for DIY Investors

A spreadsheet for keeping tabs on your investment portfolio. Total market value, asset allocation, portfolio performance, automatic re-balancing calculations; this tool does all that and more! Continue reading»