Best 投資するing 戦略 of past 10年間 明らかにする/漏らすd - and why you SHOULDN'T follow it
- We pitted six 大臣の地位s against each other - each with a different 手段
- If an 投資家 put £10,000 in 10 years ago, which one would 勝利,勝つ out??
- The answer shocked AJ Bell's 長,率いる of 投資 分析 who ran the 人物/姿/数字s?
Wealth & Personal 財政/金融 decided to try an 実験. With the help of 投資 壇・綱領・公約 AJ Bell, we pitted six 大臣の地位s against each other, each with a different popular 戦略.?
For each, we asked this question: if an 投資家 had put £10,000 into this 大臣の地位 ten years ago, how much money would they have made by now?
The answer shocked Laith Khalaf 長,率いる of 投資 分析 at AJ Bell, who ran the 人物/姿/数字s, and surprised us at Wealth & Personal 財政/金融, too.
Stand out from the (人が)群がる: Herd 投資家s who blindly followed their peers 成し遂げるd worse over ten years than 業績/成果 chasers
投資家s are endlessly searching for the winning 戦略 that will give them the 辛勝する/優位. Everyone from ordinary 投資家s to 専門家 基金 経営者/支配人s 捜し出す out that 宗教上の grail ? the 決まり文句/製法 that will grow their wealth by a bit more than everyone else each year.
Many believe they have 設立する it. Some buy a 大臣の地位 and 持つ/拘留する it for years, come what may. Others 選ぶ for いわゆる contrarian 投資するing ? buying whatever is unloved at the time. Another bunch hoover up whatever's looking cheap.
We 手配中の,お尋ね者 to find out who is 権利.?
Our 大臣の地位s are not 構成するd of individual 在庫/株s or 基金s.?Instead, to be more 代表者/国会議員, they are made up of 投資 部門s, such as UK all-company 基金s, North American 基金s, 全世界の 基金s and 科学(工学)技術 基金s.
These are all 部門s defined by the 投資 協会 ? an 産業 団体/死体. The six 大臣の地位s were:
1) 業績/成果 chasers
In this 大臣の地位, we imagined that, at the start of the ten-year period in 2014, the 投資家 put their £10,000 into healthcare, the 部門 that enjoyed the best 業績/成果 the previous year.?
Then, on January 1 of every その後の year, the 投資家 moved their 十分な 大臣の地位 into the best-成し遂げるing 部門 of the year just gone. In other words, they were always 投資するing in last year's 勝利者s.
2) Buy and 持つ/拘留する 全世界の
This 投資家 put their £10,000 into a 全世界の 基金, which moves up and 負かす/撃墜する with the 全世界の 株式市場. They left it untouched for a 10年間.
3) Egg spreaders
Here, we imagined that at the beginning of the ten-year period, the 投資家 分裂(する) their £10,000 平等に between UK 基金s, US 基金s, European 基金s, Japanese 基金s and 全世界の 現れるing market 基金s.?
In other words, rather than putting their eggs into one basket, they bought a bit of everything, and rebalanced them each year.
Are you an egg spreader? These 投資家s buy a bit of everything and rebalance 定期的に
4) Herd 投資家s
This 投資家 started with their £10,000 in the 投資 部門 that was most popular in 2013. Then every year, they 転換d their money into the 部門s that most people bought in the previous year, 関わりなく 業績/成果.
5) Contrarians
For this 大臣の地位, the 投資家 did the exact opposite of herd 投資家s. They put their £10,000 into the least popular 部門 from the previous year, and did the same on January 1 for the 十分な ten-year period.
6) 取引 hunters
Here the 投資家 put their £10,000 into the worst 成し遂げるing 部門 from the year before in each year.
And the 勝利者 is…
業績/成果 chasers ? and by a long way. After ten years, their £10,000 投資 would be 価値(がある) an impressive £27,360. The next best was the buy and 持つ/拘留する 全世界の 投資家, with £24,184.
The biggest loser was the 取引 hunter, turning the 投資 into £14,203. But even this 大臣の地位 managed to (警官の)巡回区域,受持ち区域 インフレーション ? £10,000 in 2014 is 価値(がある) £13,150 today.
Laith Khalaf says: 'Everyone knows that chasing 基金 業績/成果 is a fool's errand. Except for the fact that in the last ten years, it's 産する/生じるd terrific results.?
'投資家s who each January had put their money into the best 成し遂げるing 基金 部門 of the previous year would be rolling in it, 登録(する)ing a 173.6 per cent return over the 10年間.'
But was it a fluke?
You could argue that the last 10年間 has not been typical for 投資家s. It was a period in which US 科学(工学)技術 companies ? the likes of Facebook's owner, Meta, and Google's owner, Alphabet ? drove a good chunk of the growth in 全世界の 株式市場s.?
Their 星/主役にする kept rising. As these were 運動ing growth year after year, it is perhaps no surprise that the 業績/成果 chaser 大臣の地位 did 井戸/弁護士席 over that period.