WrapManager's Wealth Management Blog
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Fair Weather Money Manager Fan? What Data Tells Us about Short-Term Investments

Posted by Michael J. O'Connor | CWS®, Vice President Investments

September 27, 2017

Just about every sports fan knows the joy of rooting for your favorite team when things are going well, when the wins pile up. But the opposite can also be true – in those years when your team is “rebuilding” (which is really a euphemism for losing all the time), it’s easy to jump ship and wait it out elsewhere. 

If you think sports fans are fickle or “fair weather,” investors arguably take it to an entirely new level. The research firm DALBAR tracked how often investors “switch teams,” or how often they move from mutual fund to mutual fund and/or strategy to strategy. They collected some fascinating data in the research process, and we’ll dig into their findings below.

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Goal Based Investing Investing 101 Market Volatility

Which is Less Volatile, Stocks or Bonds? Doug's Quiz Corner

June 20, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug explores portfolio volatility. Consider this Scenario: Your friend ... [+] Read More

The 4-Step Action Plan if You’re Worried About Your Investment Portfolio

May 31, 2017
It is an interesting time in the United States’ sociopolitical sphere, to say the least. But lucky for you, this article isn’t about ... [+] Read More