We’ve all been taught to ‘Buy & Hold’
—But who does it benefit the most?
During a 5-year period ending in 2016, the SPIVA® U.S. Scorecard reports that 88.30% of
large-cap managers, 89.95% of mid-cap managers, and 96.57% of small-cap managers
all underperformed the S&P 500, the S&P MidCap 400®, and the S&P SmallCap 600®.
The figures are equally unfavorable when viewed over longer-term investment timelines.
Opinions expressed here are subject to change without notice. This commentary is for informational purposes only. The information, data, and analyses presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell any investment. Retire Smarter has not considered any individual’s circumstances in preparing this information. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.
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