What You Need to Know
- Forty-three percent of respondents said they have learned that it is better to stay the course when investing.
- Two in 5 respondents said they plan to check in with a financial advisor and use online tools to review their portfolios.
- In 2022, 37% plan to learn more about investing, 36% will use online tools more and 34% will consult an advisor.
Threats to investors’ portfolio abounded in 2021, including inflation, rich valuations and coronavirus mutations.
Yet 81% of experienced investors in E-Trade Financial’s latest quarterly tracking study said they are satisfied with how they managed their investments in 2021, up 10 percentage points year over year.
Only 3% purported to be somewhat dissatisfied, and 16% were neutral.
Dynata fielded the online study in mid-October among a sample of 901 self-directed, active investors in the U.S. who manage at least $10,000 in an online brokerage account.
With more people engaging with the market than ever, 43% of investors said they have learned that it is better to stay the course when investing. This lesson easily beat out “strategically moving in and out of the market,” cited by 20% of respondents, and “keep more cash on hand/save for an emergency fund,” cited by 14%.