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Asset Allocation
Case study: Maintaining investment discipline
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:
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:
Consider this:
- Locking in losses can amount to a step backward on the journey to achieving one’s financial goals, however being absent for the rebound can lead to even more “losses” in the form of opportunity cost.
- An investor who fully liquidated their equity portfolio on 31 Mar 2020 has “lost” more from April 1st to December 31st than they did from January 1st to March 31st.
Related articles
The advice to “stay invested” is probably as old as the idea of investing itself.
During periods of uncertainty and increased market volatility, investors can easily lose sight of their long-term financial goals or even fall into the trap of trying to time the ups and downs of the market.
Given the complicated economic and market backdrop, investors are caught in a holding pattern until we get more clarity around the direction of rates, inflation and growth.
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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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