Dalbar Study

The Dalbar Study measures the results of the market annually with the average results that individual investors have obtained.

The S & P 500 index annually from 1991 through 2010 returned 9.14%
However, the average stock investor only made 3.83%.
Why? Because investors lack knowledge and self-control.

In the chart below hypothetical Dalbar Study Results for 20 years 1991-2010 for a $100,000 investment are shown.

Resources

Overview Sales Workbench Newsletters Your Firm's Potential Modern Portfolio Theory Prudent Investor Rule Passive vs. Active Investment Approach Institutional Funds Defined Institutional Funds (Dimensional) vs. Retail Funds Overview Dalbar Study Research on CPA Firms Building Financial Services Practices Books

Wise Words

"When a truly diversified portfolio is in place...the right thing to do with it is virtually always nothing." Nick Murray

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