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Investment Analysis Tools

A suite of tools to explore historical market data, analyze sector performance, and simulate investment strategies.

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Asset Allocation Simulator
"Test a portfolio mix before you invest."
Pick ETFs, set a monthly contribution, and see how your balance and dividends could have grown over time.
Launch Simulator How It Works
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Sector Performance
"See which sectors won each year."
Compare yearly returns (including dividends) across all S&P 500 sector ETFs so you can spot strong and weak periods fast.
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Correlation Matrix
"Find what moves together (and what doesn't)."
A simple map of how sectors track each other—use it to build a mix that's less "all up or all down" at once.
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Drawdown Analysis
"How bad did it get—and how long to recover?"
View each sector's worst historical drops and the time it took to climb back, so you understand real downside risk.
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Sector Rotation
"Watch leadership change year to year."
Rank sectors by performance for each year and see how often today's winner becomes next year's laggard.
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Dividend Growth
"Which sectors grow dividends consistently?"
Track dividend growth over time and identify steady payers versus sectors that raise, pause, or cut payouts.
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$10K Growth Chart
"What if you invested $10,000 back then?"
Compare how a one-time investment would have grown across sectors over any time range you choose.
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Risk vs Return
"Spot the best tradeoff between risk and reward."
A quick chart showing return versus volatility—helpful for finding options that historically delivered more return for less bounce.
Member Content
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Newsletters & Alerts
Personalized market insights and sector alerts delivered to your inbox. Coming soon.
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Simulated Portfolio Results
View, compare, and manage your saved portfolio simulations.
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Custom Watchlists
Build and track your own sector watchlists. Under construction.