Transforming Data into Stories: How to Use the Matrix Book

1 CE Credit | 1-Hour Video

For more than 40 years, Dimensional has published the Matrix Book, offering a visually compelling, data-driven look at historical returns across markets and market indices. In this session, Dimensional’s Jake DeKinder and Joel Hefner use data from the 2024 edition to tell engaging stories about diversification, discipline, risk, and other principles that can resonate with investors at different stages of their financial journey.

Learning Objectives

1. Use decades of returns data to gain a perspective on short- versus long-term performance in the global equity and fixed income markets.

2. Learn how to use the book to help investors understand market returns in the context of historical events and the importance of staying disciplined. 

3. Use charts in the book to highlight the problems with home-market bias and the benefits of global diversification in a portfolio.

4. Show how volatility and inflation can impact an investor’s returns and financial journey.

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