Buy-and-Hold is an excellent strategy for investors with a long term time horizon
The Walton Financial Group in Barrie Ontario has many fund options for investors interested in Balanced Funds
One of the challenges in a blazing hot stock market is to be satisfied with the returns you get from boring old buy-and-hold investing in a balanced portfolio.So , why should an investor consider this approach ?
The Logic of Buy-and-Hold Investing
“Buy and hold” does not have a set definition, but the underlying logic of a buy-and-hold equity strategy is fairly straightforward. Equities are riskier investments, but over longer holding periods, an investor is more likely to realize consistently higher returns compared to other investments. In other words, the market goes up more often than it goes down, and compounding the returns during good times yields a higher overall return as long as the investment is given sufficient time to mature.
In setting this type of plan up it is important to have a portfolio properly divided into bonds and stocks from Canada, the United States and the rest of the world. Balanced ETFs do this at a very reasonable cost, which is why they’re ideal for investors willing to invest the old-fashioned way. Save a lot of income. Invest in a balanced portfolio. Repeat.
The Walton Financial Group works with several funds managers such as Dynamic who have a diversity of options for investors looking for excellent returns with a long term horizon.
Call The Walton Financial Group in Barrie Ontario to set up an investment planning meeting with a financial advisor to learn about investment options and strategies that fit your circumstances
