FPF 178 - The Worst Investment Strategy Update for 2026

In this episode, Presilium explores a counterintuitive investment approach: the "worst investment strategy." We examine a 25-year study that compares this strategy to the more common practice of chasing recent top performers. The findings challenge conventional wisdom on how to potentially improve returns and decrease overall risk in your portfolio. Tune in to see how simple rebalancing can make a significant difference in your long-term financial goals.In this episode:• Understand the "worst investment strategy" and how it selects prior year's laggards.• See the surprising outcomes from a 25-year study comparing two distinct investment strategies.• The popular strategy of chasing winners yielded an average annual return of only 5.3%.• Learn how the worst investment strategy delivered an impressive 9.1% average annual return.• A $1 million worst investment strategy grew to nearly $6 million over twenty-five years.• Regularly rebalancing investment accounts is a practical method to utilize this strategy effectively.• Rebalancing helps decrease overall portfolio risk and improves returns over significant periods of time.If you want to learn more about developing a resilient financial strategy, contact the dedicated team at Presilium. We are committed to helping you stay on track toward your long-term financial goals.#WorstInvestmentStrategy #InvestmentStrategy #Presilium #FinancialPlanning #WealthManagement #Rebalancing #InvestingTips #AssetAllocation--------Connect With Jerry: Jerry Davidse, CFP®CEO, Presilium Private WealthEmail: [email protected]: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio--------This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.