Tuesday, September 25, 2012

Is Buy and Hold Really Dead?



Hold Your Horses

To most financial commentators, “buy and hold” is dead. This is a short-hand way of them saying that patient, long-term investing doesn’t work anymore. They cite as proof the record of the broad U.S. stock market averages over the last 15 years which have been flattish.

If long-term is for chumps, trading more actively has gone into vogue. Some professionals using “algorithmic” trading compete by trading a millisecond faster and using that edge to trump the competition.

The only problem is there’s little evidence that over the long term frenetic activity yields superior results. The great investing fortunes have been made by people like Warren Buffet, who hold for decades. Buffet likes to say that his favorite holding period is forever. He’s held some positions for 40 or more years.

There’s considerable evidence that if people try and “time” the market – buying when prospects look good and selling when they are fearful – they damage their portfolios. Extensive studies by consulting firm Dalbar show that  investors typically earn one-third to one-half of the returns of the mutual funds they invest in. Investors get in and out at the wrong time. One day patience won’t be a bad word again.