RLF Enrollment - Web Book - Ready - Flipbook - Page 29
THE MAGIC OF DOLLAR-COST-AVERAGING
WHICH ONE WOULD YOU PREFER?
$20
$18
$16
$14
$12
$10
$8
$6
$4
$2
$0
5.8
6.6
7.8
8.3
7.4
7.1
6.4
6.2
5.7
6.0
6.8
$1,200 in Fund A
Bought 82 Shares
$17.50 X 82 = $1435
8.0
10.0
12.5
12.5
16.6
12.5
16.6
$1,200 in Fund B
Bought 223 Shares
$10.00 X 223 = $2230
16.6
16.6
25.0
25.0
50.0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Fund A
Fund B
The advantages of dollar-cost-averaging only accrue if you have the financial ability to continue
monthly payments regardless of price levels for an investment that fluctuates in value. Naturally,
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Altamonte Springs, Florida 32714
if you discontinue your payments when the market value of your accumulated shares is less than cost,
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you will incur a loss. While no investment program can assure against a loss in declining markets,
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this systematic method provides a way of investing that has proved its value when faithfully followed
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www.FinancialGroup.com
in both good times and bad.
Fee Planning and Asset Management through Certi•ed Advisory Corp, an SEC Registered Investment Advisor.
