Sequence of Returns: Difference in Impact on Lump Sum Investment vs. Annual Contribution vs. Distribution Portfolios

Oct 17, 2019 / By Craig L. Israelsen, PhD
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The sequence of returns of an investment matter—but not in every situation. It depends how the money is being invested: lump sum or annual contribution. And, if money is being withdrawn from the portfolio, the sequence of returns is quite a big deal. This analysis of portfolio performance over 20 years shows the varying impact.

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