Introducing the 6 Month Work Year Plan: The Seasonal Advantage of Investing Nov-April

A Tale of 2 Seasonal Investors | The Big Picture

Here are the specifics of seasonality: Imagine we start with two $10,000 accounts, and use them to make investments in an S&P 500 Index fund. One account invests in one 6-month period, the other invests in the remaining 6-month period. Account A is invested from November 1st through April 30th each year, while Account B is invested from May 1st through October 31st. Here are the numbers: • Account A portfolio grew from $10,000 to over $438,967. That is a 42-fold increase. • Account B portfolio barely doubled to $22,659.

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