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JOURNAL OF APPLIED BUSINESS AND ECONOMICS
An Investment Strategy for the Unluckiest Investor’s Grandchildren to Inherit
Author(s): Harvey W. Rubin, Carlos G. Spaht, II
Citation: Harvey W. Rubin, Carlos G. Spaht, II, (2020) "An Investment Strategy for the Unluckiest Investor’s Grandchildren to Inherit," Journal of Applied Business and Economics, Vol. 22, Iss.9, pp. 46-52
Article Type: Research paper
Publisher: North American Business Press
Abstract:
Using the “S&P 500”, an investor makes a onetime selection of stocks. Each quarter from 1993 to 2007, he continues investing a fixed amount and reinvesting the dividends in each of the stocks. Unfortunately, all of his transactions are made at the stocks’ highest prices. At the end of 2007, he stops investing additional funds, but continues reinvesting the dividends. This continues until his death at the end of 2019, and his portfolio is left as his grandchildren’s inheritance. They have decided to use it for college tuition. What is the portfolio’s final worth? Will it be sufficient?
