• Research and data-driven behavioral insights to guide client conversations

  • Practical application of behavioral finance to portfolio construction, management and analysis

  • Ideas, guides and materials designed to differentiate and grow your practice

  • Current market conditions from the Behavioral, Economic, Valuation, and Technical perspectives

Beware Predictions and Magic Elixirs

The market and economy have gone through unprecedented events with a global pandemic, the shut-down of economies, massive government intervention and dramatic market swings. In the wake, marketers and pundits are in full force touting recent short-term results along with market predictions and a slew of slick products to go with them. While things may have stabilized, there is still an abundance of uncertainty. Now is not the time to make dramatic changes to your overall investment approach. Taking a long-term perspective can help to avoid costly mistakes.

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The Power of Planning

Now, more than ever, planning is a powerful tool to help investors succeed and achieve better outcomes. The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50, over a wide range of market conditions. The results show that having and sticking to a plan results in three times the net worth when compared to those who don’t have a plan.

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The Best Strategies for Building Wealth

One of the underappreciated aspects of active management is the ability to build a well-curated portfolio of mutual funds that pursue unique investment strategies. The chart below shows the aggregate performance of ten active US equity strategies over the last thirty-eight years. Allocating to the top strategies and avoiding the bottom strategies can dramatically improve long-term performance.

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Long-Term is Longer Than You Think

Investment time horizon is a critical concept in building wealth. During periods of volatility and uncertainly, one of the biggest challenges for investors is sticking to their long-term plan. Every up and down swing creates strong emotional reactions and second guessing. Most investors have very long investment time horizons, typically decades or more. Investment managers also require long time horizons to deliver on their investment thesis.

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Invest For The Decade, Not The Year

There are floods of COVID-19 market commentaries on how the virus and government responses will impact the economy and the market. For long-term investors, it’s hard to know what to make of them all. Taking a deep breath and stepping back by reframing with a longer term perspective can help investors avoid costly mistakes. Every decade has its challenges, but even with a myriad of setbacks, the average decade-return over the period below was 204%, so tune out the noise and stick to your plan

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How Long Can A Good Fund Look Bad?

It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?

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AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 320-S
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com