What if your Uncle gave you $100,000 to help you understand investing?

Most investors, according to Dalbar research receive a lower return than the investments they own...much lower. How can that be? A reason put forth is that we move into hot funds after their hot steak and then bail when they disappoint. We sell when the market is sinking. If we would think about our investments as OWNING great companies and have patience we would do much better. Past performance is not indicative of future results! Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning, LLC or other investment Managers. The opinions expressed are those of Leading Edge Financial Planning, LLC as of the publishing date and are subject to change at any time due to the changes in market or economic conditions.

Comments

1. my dad is giving me 330k Canadian within 3 months....but coming here and listening to you saying to wait for 20 years??? screw that! lol i'll look for some better ideas elsewhere.
2. I love this stuff
3. If you give me $100000 I would be honored to call you uncle.
4. #Vicky08  I understand that many people cannot wait 20 years...this was thought experiment that I did doing a time when all the conventional wisdom was that our US market would crash again and investing in stocks was very risky.  I will not quote statistics here but even- 10 year periods have been successful most of the time.  The point of this video is if you want to invest for the long term...do not look at your statements or web everyday and you have a GREATER chance at success.  For short term needs, do not invest in equities as investors will most likely be disappointed.
5. Not everyone can wait 20 years to see a good rate of return on their investment.