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Portfolio Size Effect

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The Portfolio Size Effect

Aaron Levitt Jan 15, 2017


You could be in danger. There’s the risk that you’re not calculating carefully when it comes to your retirement. Sure, we all know the dangers of rising healthcare costs, inflation eating away our purchasing power, longevity risks and even the effects of currency fluctuations on our portfolios.

What we don’t realize is how the sheer size of our portfolio makes a difference when it comes to generating enough returns to get us not just to, but also through, retirement.

I’m talking about the so-called “portfolio size effect.”

Never heard of it? Well, the academic theory has a huge impact on whether you get to eat caviar or canned condensed soup when you finally reach retirement. There’s a danger zone here and investors should take notice. In the end, size does matter when it comes to your portfolio.

Find out the myths and the facts about dividend investing.

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