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

Oct 17, 2019 / By Craig L. Israelsen, PhD
Print AAA
Add to My Archive
My Folder

My Notes
Save
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 And, if money is being withdrawn from the portfolio, the sequence of returns is quite a big deal.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.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Advisors only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2019 Horsesmouth, LLC. All Rights Reserved.