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Case study: Maintaining investment discipline

dart board

The benefits of “maintaining course” when investing is time-tested. If your long-term goals have not changed, avoiding any potential hasty, emotional decisions during times of uncertainty may help avoid long-lasting negative consequences. Following your investment plan can help keep you on track to achieve your investment goals.

If investors made the ill-timed decision to pull money out of stocks at the end of the first quarter, the impact may have been detrimental to achieving long-term goals.

Four individuals invest $10,000 in the same 50% equity/ 50% fixed income portfolio on January 1, 2020. By the end of March, their balances were all down to just under $9,178. At that point, they decided to take different paths:


chart one
Going to cash at the end of Q1 2020 has been more harmful to portfolio values than even the Q1 2020 drop in stock prices:


chart two


Consider this:

Glossary

The S&P 500® Index (S&P 500) is an unmanaged index of 500 stocks that is generally representative of the performance of larger companies in the U.S. Performance does not reflect the impact of fees and expenses. Investors cannot invest directly in an index. Unmanaged index returns do not reflect any fees, expenses or sales charges.

The Bloomberg Barclays US Aggregate Bond Index, or the Agg, is a broad base, market capitalization weighted bond market index representing intermediate term investment grade bonds traded in the United States. Investors frequently use the index as a stand-in for measuring the performance of the U.S. bond market.

A word on risk

All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Nuveen provides investment advisory solutions through its investment specialists.

Nuveen provides investment advisory solutions through its investment specialists. Nuveen Securities, LLC, member FINRA and SIPC.

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