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Investing Behaviors That Leave Money on the Table

If you had half a million dollars and invested it in mutual funds, chances are you would leave $25,000 a year of potential income on the table. Over 20 years, that under-performance could cost you over $1,000,000 when you include reinvestment.

This conclusion is based on a recent study by Dalbar, Inc. It found that mutual fund investors individuals and investment advisors consistently earn below-average rates of return. This group’s average annual rate of return for 20 years underperformed the average by over 5%.

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