Resource · Investing
Investment Principles for Navigating Volatility
Historical data on market declines, bear markets, recessions, and recoveries, and what it shows about staying invested through volatile periods.
Volatile markets can test any investor. This presentation from Dimensional Fund Advisors uses long-term market history to explain principles that can help you stay disciplined when markets swing.
What the presentation covers
Markets and long-term investors
The effect of inflation, how capital markets work, and why holding periods matter.
Building a portfolio
How diversification and differences in expected returns can shape a portfolio.
Living with volatility
Intra-year declines, bear markets, and recessions in historical context.
The cost of reacting
How trying to time the market has affected results in the past.
Bonds and gold
How bonds and gold have behaved alongside stocks over time.
Explore the presentation
Download the presentation and keep it for the next time markets get rough. Past performance is no guarantee of future results.
This content is for informational purposes only and is not individualized advice.