- Why Should Investors Choose You?
- 2017 Fund Report Cards - by Category
- 2017 Fund Report Cards - by Family
- Important Fund Changes
- Market Timing (using momentum of moving averages)
- Past Performance as a Fund Selector
- Sales Presentation Ammo
- Advice of the Financial Press
- Fund Statistics Analysis
- Mutual Fund History
- Asset Allocation and Models
- Failure of Dollar-Cost Averaging
does dollar-cost averaging work?
Dollar-cost averaging has long been considered a staple of successful long-term investing. This process always results in purchasing more shares when prices are low — great idea — and fewer shares when prices are high — another great idea. This consistent investment plan works well for people using wages to fund an investment program, but does this success carry over to lump-sum investing? Should an investor with a large sum of money invest the entire lump sum at once or dollar-cost-average the lump over a period of months? AFS research spanning nine decades offers some definitive conclusions.
Subscriber-Only Access to the Following Research Reports:
- Lump Sum vs 12 - A Summary
- Lump Sum vs 12 - Rolling Averages
- Lump Sum vs 12 - Cumulative Growth Comparison
- Lump Sum vs 12 - Comparitive Growth of $50,000
- 12 - The Best Timeframe - Summary
- 12 - The Best Timeframe - Quik Summary
- 12 - What is the Best Timeframe in Which to Dollar-Cost Average a Lump Sum - 6, 12, 18 or 24 months?
- 12 - The Best Timeframe - Cumulative Growth Comparison
- 12 - The Best Timeframe - Comparative Growth of $50,000
- 12 - The Best Timeframe - Cost of Making the Wrong Choice
- 12 - The Best Timeframe - by Decade
Join Other Professionals – For $29/month or $295/year (2 months FREE) , - cancel anytime - you gain access to the entire library of over 600 research reports, studies, proofs, and other support documents intended to provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.