Here’s What Matters Now And What Doesn’t, According to Oaktree

Russell Burns

about 2 months ago3:55 mins

Here’s What Matters Now And What Doesn’t, According to Oaktree

Sometimes you’ve got to just step back to gain perspective about the markets. So it’s handy that in a recent note to clients, investing guru and Oaktree co-founder Howard Marks has laid out the things that matter right now, and the things that don’t. Here’s a look from his perspective – and some ways you can take advantage.

So what does matter?

Marks, like most successful long-term investors, has always stuck to his core belief as to what makes for strong performance: time in the market and not timing the market is the key to better returns over the long term. What matters is the performance of your holdings over the next five to ten years (or longer) and how the value at the end of the period compares to the amount you invested – and to your needs.

A stock investor’s primary goal

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