The Marathon of Investing: Diversification, Patience, and Consistency

Marissa Klaers, CFP®
June 17th, 2024

I dedicate a lot of my free time to distance running. One of my favorite authors, Brad Stulberg, has a quote about running that also translates to investing. He says, “Any path towards progress includes peaks, valleys, and plateaus. If you are in it mainly for the excitement of outcomes, you won’t last long. You need to be dedicated to the process. The secret is there is no secret. Dedication to the process emerges from relentless consistency [and]…staying patient.”

Regardless of how the markets may perform, consider incorporating the following principles into your investment philosophy.

Diversification

The saying “don’t put all your eggs in one basket” has some application to investing. Over time, certain asset classes may perform better than others. If your assets are mostly held in one kind of investment, you could find yourself under a bit of pressure if that asset class experiences some volatility. Just like runners vary their workouts with easy days, hard days, and cross training.

Asset allocation strategies are also used in portfolio management. When financial professionals ask you questions about your goals, time horizon, and tolerance for risk, they are getting a better idea about what asset classes may be appropriate for your situation.

It’s important to keep in mind that diversification and asset allocation are approaches that can help manage investment risk, but they do not eliminate the risk of loss if an investment experiences a decline in price.

Patience

Impatient investors can get too focused on the day-to-day minutiae of the financial markets. They tend to look for short-term opportunities rather than long-term potential.

A patient investor understands that markets fluctuate and has built a portfolio based on their personal time horizon, risk tolerance, and goals. A short-term focus may add stress and anxiety to your life and could lead to increased frustration with the investing process.

Consistency

Most people invest a little at a time, within their budget, and with regularity. They invest 5%, 10%, or more per month into their retirement accounts or similar investments to help themselves attempt to build wealth over time. These individuals are effectively investing on autopilot — they are not trying to “time the market.”

Consistent investing, sometimes referred to as “dollar-cost averaging,” is the process of investing a fixed amount of money into an investment vehicle at regular intervals for an extended period of time, regardless of price. This approach does not protect against a loss in a declining market or guarantee a profit in a rising market, but still enables the average investor to contribute towards their future financial goals.

However, investors should evaluate their financial ability to continue making purchases through periods of declining and rising prices. The return and principal value of stock prices will fluctuate as market conditions change and shares, when sold, may be worth more or less than their original cost.

If you are concerned your financial strategy won’t get your through the long-run, let’s talk.

Disclosures: Please remember that past performance may not be indicative of future results. 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 Concord Wealth Partners, or any non-investment related content, made reference to directly or indirectly in this newsletter 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 newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Concord Wealth Partners. 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. Concord Wealth Partners is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Concord Wealth Partners’ current written disclosure Brochure discussing our advisory services and fees is available upon request or on our website. Please Note: If you are a Concord Wealth Partners client, please remember to contact Concord Wealth Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, and/or 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. Concord Wealth Partners shall continue to rely on the accuracy of information that you have provided. Please Note: If you are a Concord Wealth Partners client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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