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Market Timing

We recently came across an analysis performed by economics author Robert Goodman regarding individuals attempting to time the market.

Suppose those three investors had each put $5,000 into the stock market every year since 1960. Investor A is very lucky and manages to pick the best day of the year to buy. Investor B does not try to time the market and invests on July 1 of each year. Investor C is unlucky and invests on the worst day of each year.

Note that the annualized returns are surprisingly similar. Also, note that the lucky investor accumulated $140,000 more than the investor that didn't time the market, while the unlucky investor lagged the consistent investor by $280,000. Worse than being unlucky, the individual who invested $5,000 solely in Treasury bills each year over the same period ended up with only $569,179. The key to successful investing is consistency over long periods.

Type of Investor

Total Accumulation

Annualized Rate of Return

A Lucky

$2,615,866

12.8%

B Consistent

$2,476,729

12.6%

C Unlucky

$2,197,167

12.1%