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July 10, 2020, 2:16 p.m. EDT

What you should do if your adviser missed the rally

Advisers who bailed at the March bottom are sitting on 30% year-to-date losses

By Mark Hulbert, MarketWatch


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So you’re lagging the market; now what?

Of course, I have no way of knowing your performance in particular. But I’m willing to bet that you’re lagging the market: The vast majority of investment advisers don’t do as well as they would by simply buying and holding index funds. And this is especially true in years like 2020, because the all-too-human tendency is to bail on equities at or near the bottom, and then not get back into the market is at or near a top.

Mark Hulbert is a regular contributor to MarketWatch. His Hulbert Ratings tracks investment newsletters that pay a flat fee to be audited. He can be reached at mark@hulbertratings.com

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