Barry Ritholtz, Columnist

What Helps or Hurts Investment Returns? Here’s a Ranking

The key is knowing which ones are subject to human intervention.

June 11, 2018 at 4:03 PM UTC

Barry Ritholtz is a former Bloomberg Opinion columnist. He is chairman and chief investment officer of Ritholtz Wealth Management, and was previously chief market strategist at Maxim Group. He is the author of “Bailout Nation.”

Much better to be up a creek with two paddles.
Photographer: John Greim/LightRocket

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What drives the returns of any investment portfolio?

Specifically, from the moment someone starts saving for retirement, until the day they begin to take their required minimum distribution at age 70½, what are the factors that determine just how successful that portfolio is in terms of net, inflation-adjusted returns.