At the Intersection of Data Visualization and Investment Research

Wednesday, February 3, 2016

Stacking Two Market Corrections
The third of three "New Year's resolution" posts -- I've caught up with my other Morningstar Magazine articles in 2015!

Back in 2014, I posted about the Portfolio Stack, my new concept for analyzing portfolios. It groups the holdings of a portfolio or index by investment sector, and then stacks these sector segments, with the largest on the bottom and the largest on top. Each sector can then be subdivided according to performance or valuation using a color scale.

For the October/November 2015 issue of Morningstar Magazine, working with Morningstar designer Zach Sherwood, I used the visual to compare two market corrections -- the 11.01% drop in August 2015 with the 14.08% loss from August 2011. Click through to the magazine to see the full article. You can also download a PDF of the entire issue.

active passive histograms

Throughout my career at Morningstar, the Chicago-based investment research firm, I've used creative language and visual elements to explain complex investment information and ideas. This is a personal site--all opinions expressed here are my own.

Contact David Harrell
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Histogram Jam
Investment Performance Currents
Mapping Investment Portfolios and Indexes
Clocking Investment Performance
Charting an Investment Portfolio by Holding Time
Introducing the Portfolio Stack
Data Visualization in 1919
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Edward Tufte...100 Years Ago
The Beautiful Game

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