If I was asked to present the three or four most important ideas in investing and could only bring one sheet of paper with me, it would be no contest. I’d bring the Andex Chart from Morningstar.
I’m not sure how they managed to get so much market history onto one sheet of paper, but I’m glad they did. In fact, I keep a version pinned to the wall right behind my desk, so I can easily consult it. And I frequently do. With 85 years of historical market data summarized in a few powerful exhibits, this single sheet continually reminds me of what I need to know to help investors plan for their futures.
Have your very own
I’d like to share this great cheat sheet with you if you’d like to have it. Just send me an email with your postal mailing address and I’ll put it in the mail to you right away.
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“Historical performance is not indicative of future results. The investment return will fluctuate with market conditions.
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