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 1989 through 2008 returned 8.35%
However, the average stock investor only made 1.87%.
Why? Because investors lack knowledge and self-control.

In the chart below hypothetical Dalbar Study Results for 20 years 1989-2008 for a $100,000 investment are shown.

Resources

Overview Newsletters Your Firm's Potential References 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

"The investor's chief problem - and even his worst enemy - is likely to be himself." Benjamin Graham

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