Investors Are Told to Buy and Hold, But Do They?

How Investors May Be More Successful

Investors need to be more successful if they ever want to achieve their retirement goals. Yet studies show that many investors are failing. Why?

Over the past 40 years, the financial services industry and media have conditioned investors to believe in the idea of buy and hold and Modern Portfolio Theory. These folks suggest that investor decision making is compromised by fear and greed, which can cause them to try to time the markets. However, we feel their decisions have nothing to do with fear and greed. Rather, when investors are faced with large losses, they have the choice to fight or flee. In this paper, Matt Schreiber (President & Chief Investment Strategist of WBI) discusses why typical behavior is keeping investors from achieving their goals and what he thinks they can do better in the future.

  • The Math of Large Losses
  • Capital Matters
  • The Diversified Investor Experience
  • What Can Provide Better Long-Term Results

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Past performance does not guarantee future results. The views presented are those of Matt Schreiber, and should not be construed as investment advice. Matt Schreiber, or clients of WBI may own stock discussed in this article. All economic and performance information is historical and not indicative of future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly in this document, is suitable for all accounts or profitable all of the time and there is always the possibility of loss. Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from WBI or from any other investment professional. To the extent that you have any questions regarding the applicability of any specific issue discussed to your individual situation, please consult with WBI or the professional advisor of your choosing. This information is compiled from sources believed to be reliable, accuracy cannot be guaranteed. Information pertaining to WBI’s advisory operations, services, and fees is set forth in WBI’s disclosure statement in Part 2A of Form ADV, a copy of which is available upon request.