The impact of being out of the market for a short time can be profound, as shown by this hypothetical investment in the stocks that make up the Russell 3000 Index, a broad US stock market benchmark. Staying invested and focused on the long term helps to ensure that you’re in position to capture what the market has to offer.
In US dollars. For illustrative purposes. Best performance dates represent end of period (Nov. 28, 2008, for best week; April 22,
2020, for best month; June 22, 2020, for best 3 months; and Sept. 4, 2009, for best 6 months). The missed best consecutive
days examples assume that the hypothetical portfolio fully divested its holdings at the end of the day before the missed best
consecutive days, held cash for the missed best consecutive days, and reinvested the entire portfolio in the Russell 3000 Index
at the end of the missed best consecutive days. Frank Russell Company is the source and owner of the trademarks, service marks,
and copyrights related to the Russell Indexes.
Required Disclosures: PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Short-term performance results should be considered in connection with longer-term performance results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. This information is for educational purposes only and should not be considered investment advice or an offer of any security for sale. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beaird Harris Wealth Management, LLC -“Beaird Harris”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Beaird Harris.
Please remember that if you are a Beaird Harris client, it remains your responsibility to advise Beaird Harris, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Beaird Harris is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of Beaird Harris’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request.
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