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You Picked the Right Fund. You Still Underperformed It. Here Is What You Were Doing Wrong. 📊💡😳

Ep15. You picked the right fund. You still underperformed it. In 2024 the S&P 500 returned 25.02%. The average equity investor earned 16.54%. The 848 basis point gap wasn't caused by bad funds. It was caused by what investors did after they bought them.

Morningstar tracked this for a decade. The average investor forfeited 15% of their fund's total returns through the timing and magnitude of their own decisions. The fund wasn't the problem. (DALBAR QAIB 2025 · Morningstar Mind the Gap 2025)

👇🎬▶ EPISODE 14 — YOUR RAISE ARRIVED. YOUR SAVINGS RATE FELL.
https://youtu.be/BJyry3vxvZw

👇🎬▶ EPISODE 13 — WATCH HERE
https://youtu.be/YI2qzOJJErM

👇🎬▶ EPISODE 12 — WATCH HERE
https://youtu.be/Nk764I5heSs

👇🎬▶ PANEL 2 — WATCH HERE
https://youtu.be/G8_OI1MEEDk

📋 Series 3 playlist:
https://www.youtube.com/playlist?list=PL3mtm3oxUPOMSy1Nq9V6CnyMwTV6kw4vw

📎 Sources:
DALBAR QAIB 2025: https://www.dalbar.com/PressReleases/doc/2025QAIBPressRelease.pdf
Morningstar Mind the Gap 2025: https://www.morningstar.com/financial-advisors/volatility-bedevils-fund-investors
SPIVA Year-End 2024: https://www.spglobal.com/spdji/en/spiva/article/spiva-us-year-end-2024/

Money Unlocked breaks down the financial decisions most people are never told about — one episode at a time.

Subscribe so you never miss the next one.

This video was produced using AI-assisted tools including Fliki and FLUX Pro image generation.

This video is for educational purposes only and does not constitute financial advice. Always consult a qualified financial professional before making any investment decisions.

#PersonalFinance #FinancialPsychology #BehaviourGap

Видео You Picked the Right Fund. You Still Underperformed It. Here Is What You Were Doing Wrong. 📊💡😳 канала Money Unlocked
financial psychology behavioral finance behaviour gap finance explained saving money wealth mindset money psychology index funds DALBAR Morningstar investor behaviour personal finance financial education investing mistakes money unlocked
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24 мая 2026 г. 2:00:27
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