Stock Tiles Schematic

The Stock Tiles above displays the current price, characteristics, and investment results in a framework that can be systematically applied to other stocks. The effort behind organizing the data into a visual system produces concise and informative views of the data. You can rely on the Tiles’ knowing they are backed with readily available detailed schematics that explain the color bands.

Bond Tiles Schematic

The Bond Tiles above illustrates how to adapt the framework to include specific bond traits like quality rating, maturity dates, and coupon rates. With the previously shown Stock Tiles and now the Bond Tiles, you can see how to incorporate the unique characteristics of each into a standardized framework. The current price, characteristics, and relative results Tiles provide an introduction, comparison, and contrast of stocks and bonds.

Stock Mutual Fund Tiles Schematic

This section applies the framework to stock mutual funds and shows how to drill down into sector weightings. The same drill-down technique can be applied to the Asset Allocation and Market Capitalization charac- teristics and should ideally be applied across the Tile Bands to maintain consistency. Consistency in marks and patterns makes the framework more familiar and usable. You can include a variety of drill-down views depending on your needs.

Stock ETF Tile Schematic

Seen as one of the fastest growing competitors to mutual funds, investors are flocking to ETFs, and assets managers are shifting their business struc- tures to provide ETF selection. Similar data points and comparisons make it easy to apply the framework to both stock and bond mutual funds. The Stock ETF Tiles are an example of how to reuse the Tile schematic from one security to another. A key to reuse is to adapt the same set of drill-down displays used in other security profiles.