Equity fund investor vs. S&P 500 Index

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Presentation transcript:

Equity fund investor vs. S&P 500 Index 20.00% 10.00% 2008 1.87% 8.35% Equity fund investor S&P 500 0.00% 20 Years 1989 - 2008 -10.00% -20.00% -30.00% - 37.72% - 41.63% -40.00% -50.00% Source: Dalbar, Quantitative Analysis of Investor Behaviour, 2009.

Equity fund investor vs. S&P 500 Index from 1989-2008 $500,000 $450,000 $400,000 $350,000 $316,739 $300,000 $458,933 at 8.35% $250,000 $200,000 $150,000 $100,000 $100,000 $142,194 at 1.87% $50,000 $0 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 Equity fund investor S&P 500 Source: Dalbar, Quantitative Analysis of Investor Behaviour, 2009.

The cycle of market emotions Mindful investing The cycle of market emotions Point of maximum financial risk “Temporary setback. I’m a long-term investor.” “Wow, I feel great about this investment.” Euphoria Anxiety Thrill Denial Excitement Fear Optimism Point of maximum financial opportunity Desperation Optimism Panic Relief Capitulation Hope Despondency Depression “Maybe the markets just aren’t for me.” Source: Westcore Funds/Denver Investment Advisers LLC, 1998.