Target Date Retirement Funds Still Need Watching

Are target retirement funds truly the "oneOn average, 2 bull markets + 2 bear markets =
decision" solution for people who aren't sure about11 years:
how to invest their retirement savings?If you start with $10,000, and are lucky enough
You may own a target retirement fund if you'reto invest at the beginning of a bull market, in 4.4
in a 401(k) plan and you signed up but didn't pick ayears your account is worth $24,950. Along
fund to invest in or you were automaticallycomes the bear market and 1.1 years later your
enrolled. Target retirement funds have becomeaccount is down to $17,323. The next bull market
the "default investment" in 401(k) plans and havetakes your account up to $43,221 and the next
become popular with individual beginner investorsbear market shrinks it to $30,009. That is a
as well.200% return (($30,000 / $10,000) - 1) or an
This kind of fund is designed for those who lackannual average return of 18.18%. Not bad at all.
the experience or interest to make their ownBut consider how much bigger your account
investment decisions. The target fund is meant towould be if you missed just half of each of those
be a "one-decision" fund - it adjusts itstwo bear markets. Why half? Because no one is
investments to become more conservative asable to sell exactly at the top - at the highest
you grow older and closer to retirement. Theprice - or buy exactly at the bottom - at the
theory is great -- you don't have to do anything.lowest price. So let's say you sold too early and
But the theory is flawed.bought too late and cut the impact of the bear
If you're 25 or younger your target fund will havemarket down to -15.25%.
a date like 2050. At this distance from retirement,At the end of those 11 years - 2 bull markets +
the fund will be predominantly invested in stocks,2 bear markets - your account would be worth
so an investor needs to understand market$44,714. Your bull market gain is identical. But
cycles or trends to make the most of thisreducing your bear market loss to -15.25% results
investment.in an account value 49% bigger. That's a 347%
You face two problems and an opportunity.cumulative return or 31.55% average annual
The first problem is doing the wrong thing: Buyingreturn. That's better than good.
high and selling low. This happens when you letThis data began in 1942. You could argue that it
your emotions make your decisions for you.encompasses the entire post-war boom - and
In a market decline, for example, which happensbaby boom - economy. That's true, and what
on the average every four and half years,that means is that future bull markets may not
investors are faced with seeing the value of theirbe as good and future bear markets may be
accounts fall with each monthly or quarterlyworse. Which makes this advice more important
statement. Finally, you feel so much pain - you sellthan ever.
just to stop the pain. You have locked in a loss,Some people would say that I'm recommending
real money, and now must start over again.market timing, which I'm not. The fallacy to
The second problem is doing nothing and riding outmarket timing is that you can predict what's going
the market's cycles.to happen. You can't. But you can follow market
Since 1942, the average bull market in stocks hascycles or the primary trend. It's going to change
lasted 4.4 years and produced a return ofonce every five years, on the average. Is that so
149.5%. The average bear market has lasted 1.1hard to keep track of?
years and produced a loss of 30.57%. So let'sThe bull and bear market data is courtesy of
consider:Bespoke Investment Group.