Investing’s best cheat sheet

John Osbon - June 13, 2012

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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  • This communication may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.”
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