Building Wealth in a Bear Market

Investing in a bear market sure is exciting, isn’t it? There was reason to be pessimistic about stock market returns. After all, a dollar invested six & a half years earlier was worth less than a dollar at the time.

Fifteen months later, I was looking pretty smart. The DJI was over 14,000 in October of 2007, an increase of over 27% in just over a year.

Then things took a turn for the worse. My investing behavior over the proceeding five years would determine my fate.

To say that things took a turn for the worse for equities after October of 2007 is an understatement. By March of 2008, the DJI dropped below 12,000. 

The Great Recession

It wasn’t easy, but I continued putting money into those mutual funds. I rode the wave down and by March of 2009, that SEP IRA was worth quite a bit less than the money I had put in.

Staying the Course

In the steady, boring market, every month’s $10,000 investment buys 100 shares at $100 each. At the end of the year, your twelve $10,000 investments will be worth — you guessed it — $120,000.

Market One

A bear market is defined as a drop of at least 20%. This market drops a total of 40% over four months, stalls there for a third of the year, and climbs back to previous highs by the end of the year.

Market Two: The Bear Market and Recovery

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