To say the least, the last decade has been a challenge for many investors, especially those investing for the long term and retirement. For example, $10,000 invested in the S&P 500 market index in 2000 was worth just $10,686 at the end of 2011. And this does not take into account inflation, investment fees and taxes.
There are eight threats to portfolio performance:
- The Threat Of Active Management
- Many Active Mutual Fund Managers Have Failed To Beat The Market
- Few Active Mutual Funds Have Outperformed In Bear Markets
- Only A Few Stocks Have Generated Strong Long-Term Returns Over The Last 20 Years
- Missing The Best Days In The Market Can Lower Returns
- Lack Of Patience And Discipline Can Be Costly
- Lack Of Diversification
- No Plan
We have a free, short white paper that discusses each of these threats. Please send me an e-mail at steve@finpath.com and I’ll happily send you a copy