Great images I came across in 2023

By: Jonathan Gottesman, Wealth Advisor, Pearl Financial Group, iA Private Wealth

As we enter the new year, I thought I would share some of my favourite investing images I saw in 2023.

This chart shows the required gain your portfolio would need to break even after a specific loss.

If your portfolio is down 50%, you will need your portfolio to recover 100% to break even. It is imperative to know the impact of having volatile positions in your portfolio and how they can affect your performance.?

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Below is a great image I saw on Twitter.

It is so easy to be emotional when investing. You should have a long term outlook when investing in equities. They rarely move in a straight line, there are often ups and downs.

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As mentioned above, stocks fluctuate in price and as a result they are almost impossible to time. Here is another terrific image that shows how the average all equity investor underperforms the equity market. Why is that? It has to do with behavioural investing and what I touched on above.

Lastly, compounding. This image speaks volumes to how important it is to start investing as early as you can.

Here is to a successful year ahead!

Disclaimer: This information has been prepared by Jonathan Gottesman who is an Investment Advisor for iA Private Wealth Inc. Opinions expressed in this article are those of the Investment Advisor only and do not necessarily reflect those of iA Private Wealth Inc. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.