Roughly a third of equity funds were gone after 10 years. Are your assets invested in a strategy that can outlive you?

Buying to hold blue chips stocks for the long term is quite common advice, but data shows that in the long run only a handful of them retain their value, let alone increase it. Why is this so?

“Don’t panic” and “Invest when markets are down” is usually easier said than done. Going through volatile markets can feel like a really long time, but when zoomed out, it is but a mere blip in history.

News cycles can be negative, while the stock market continues to trend upwards in 2023. Market sell-offs tend to feed upon itself, culminating in a few days of intense losses — but this is always temporary. Most of the time, bad years are followed by good recovery years.

The longer your investment horizon, the higher your chances of getting a positive investment return. But exactly how long are we talking about? Using one of our portfolios as an example, let’s take a look at some numbers.

Everyone knows about Warren Buffett as an excellent investor and probably you do too. But if all you’re trying to do is to mimic his investment process, then you are missing the forest for the trees.

In the Global Stock Market, when the holding timeframe increases (especially past 10 years), the probability that you’ll walk away with a positive return increases with it, steadily making its way up, and eventually settling at 100%.

Are bonds really safer than stocks? The data suggests otherwise.