Jeff Raupp, CFA, Director of Investments
On this week’s podcast (recorded April 20, 2018),
Jeff discusses the pros and cons of investing a lump sum immediately versus systematically investing an equal amount monthly.
- Almost 75% of the time an investor did better with the lump sum investment, with an average return after 12 months of about 8%, versus 4.2% for systematic investing.
- A systematic plan may make sense for some, as it establishes a strategy for getting into the markets and takes emotion out of the equation.
For Jeff’s full insights, click here to listen to the audio recording.
Performance returns source: Brinker Capital.
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a registered investment advisor.