InvestSMART

InvestSMART's Performance for the December Quarter

2022 was a textbook example of the benefits of diversification, low fees and a long-term timeframe when it comes to investing.
By · 18 Jan 2023
By ·
18 Jan 2023 · 5 min read
comments Comments
Upsell Banner

Conservative Portfolio

Balanced Portfolio

Growth Portfolio

High Growth Portfolio

Ethical Growth Portfolio

Interest Income Portfolio

International Equities Portfolio

Property and Infrastructure Portfolio

Hybrid Portfolio

 

2022 has shown to be a textbook example of why you should invest for the long term.

Three significant downturns in 2022 of either 8% or more caught most people's attention. What was hidden from view was the ASX  also had three significant upturns, meaning it almost finished the year in the black. As a result, the ASX ended up down just 1.08% over the year.

If we expand to three years, the ASX, on a total returns basis, has given investors 19.9%. Finally, if we move out to a more realistic investment timeframe of five years, the ASX has returned 43.1% to investors like you.

And this is why we talk in years and in total returns in the investing game.

Thus 2022 is a year to remember for the following two reasons. First, one year does not make an investment, and second, investing for the long term with a diverse range of holdings will make riding out a year like 2022 that bit easier.

Share this article and show your support
Evan Lucas
Evan Lucas
Keep on reading more articles from Evan Lucas. See more articles
Join the conversation
Join the conversation...
There are comments posted so far. Join the conversation, please login or Sign up.