Happy New Year! Everyone wants the best investment results but many go about it the wrong way by picking the recent winners. Mark Hulbert in an article entitled, “The First Shall Be Last” on MarketWatch provides some interesting examples to try and avoid.

Further amplification of this typical investor activity can be studied in the Dalbar Annual Quantitative Analysis of Investor Behavior study. Investors buying and selling decisions routinely give up 5-10% per year of return according to the study of actual cash flows in and out of equity mutual funds.

As pointed out in the the above referenced articles a successful investment strategy seldom works on picking last years winners or even losers. Focusing on strategies over multiple time periods and paying attention to long-term trends are higher probability processes to developing a portfolio that meets the objective desired.

The foregoing content reflects the opinions of White Oaks Wealth Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.