Choosing a Chart

• Horizontal Bar
• Vertical Bar
• Grouped Bar
• Stacked Bar

Few Categories or Periods

• Vertical Bar
• Grouped Bar
• Stacked Bar
• Line

Many Categories or Periods

• Time-Series Line (e.g., Performance or Growth)

• Donut (e.g., Allocation)
• Horizontal Bar (e.g., Long/Short Allocation)

• Stacked Bar

• Scatter Plot (e.g., Risk/Reward Analysis)

• Bubble (e.g., Weighted Portfolio Holdings)