On The Gap Between Investor Returns And Fund Returns

Multiple studies have shown that individual investors always tend to earn less than the funds they are invested in especially over the long-term. This is because many investors try to time the market and hence sell the mutual fund or ETF at the presumed peak and then buy back again at the wrong time as …

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Will Inflation Hurt Stock Returns? : Chart

US equity markets have been more volatile in the past few weeks. Investors are worried about a variety of factors such as growing debt, rising bond yields, China, excessive valuations and of course the most important of all – inflation. It is widely accepted that stocks are the best asset class to own to beat …

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Bulls, Bears And The Benefits of Long-Term Stock Investing: Chart

Investing for the long-term is the best investment strategy as the stock market traditionally goes higher over the long-term but tends to be volatile in the short-term. Over the many decades from 1926 thru 2020, S&P 500 has had many bull markets than bear markets. In fact, many bull markets were longer than bear markets. …

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The Best and Worst Developed Markets From 2001 To 2020: Chart

One of the smart ways to diversify globally is to invest in multiple countries. With this approach it is possible to capture the top returns from one equity market and reduce the impact from a poor or worse returns from another market. Just like the return of various individual companies, the equity returns of individual …

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