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Chart of the Day: A Case for Diversification aka the Chicklets Chart

Crews Bank & Trust Wealth Management Services Apr 1, 2025
Checkerboard-styled chart running from 2011-2024 using different colors representing the factors taken into consideration when planning a portfolio. Each square gives the loss or gain in percentages for that subcategory for that year.

Contents

Today’s Chart of the Day, often referred to as the Chicklets Chart, is updated annually to reflect the returns of the major factors in the equity market going back to 2011.  

Factors include size, dividend level, growth/income, and international/domestic. A quick scan of each year shows how each factor’s returns vary - some go from best to worst, some are flat year-to-year, and some, like the Large-Cap S&P 500 (in dark blue), which combines many of the factors into one, tend to sit in the middle each year. 

We refer to this chart as the "Case for Diversification" because it demonstrates that concentration in one factor can add unneeded risk in your portfolio.  
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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