Proof That Investor Behavior Has a Negative Impact on Their Performance

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the Morningstar U.S Mind the Gap 2024 report.

This report highlights how investor mistiming the market had an impact on their performance.

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1) INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #68!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will review the Morningstar U.S. Mind the Gap 2024 report which highlights how investor mistiming the market has an impact on their performance.

Enjoy!

2) PROOF THAT INVESTOR BEHAVIOR HAS A NEGATIVE IMPACT ON THEIR PERFORMANCE:

François Doyon La Rochelle:

For our topic today, we will look at the results of the latest Mind the Gap report from Morningstar. This report analyzes the difference between the returns reported by U.S. mutual funds and exchange-traded funds compared to the returns obtained by investors. The latest report, released on August 15th, covers the 10 years ending on December 31, 2023.

James Parkyn:

Francois, I think our listeners will find this topic very useful. We alluded to it at the end of our podcast #63. In that podcast, we covered the performance results of actively managed funds against their respective passive counterparts, and we touched upon the spectacular growth in the market share of passive funds. …Read More

Links:

- Mind the Gap 2024: A Report on Investor Returns in the US | Morningstar by Morningstar

- Episode 63: Active vs Passive 2023 management results & 2024 federal budget review — Capital Topics by James Parkyn & François Doyon La Rochelle – Team Parkyn-Doyon La Rochelle – PWL Capital