Tuesday, September 01, 2009
Dan Caplinger :: Townhall.com Columnist
The Biggest Danger to Your Portfolio
by Dan Caplinger
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Buy-and-hold investingisn't dead by a long shot. If you think the perfect holding period is measured in years rather than hours, then you're rapidly falling out of touch with the herd mentality on Wall Street. But that's not a bad thing, because the temptation to stop thinking about your stocks' long-term prospectsposes the biggest danger to your investing success.

A faster world
Advances in trading technology have made it far easier for short-term traders to implement their strategies than it was even 10 years ago. The simplistic program trading that was widely blamed for exacerbating the 1987 stock market crash has evolved into much more sophisticated high-frequency trading algorithmsthat are smarter and far faster than ever before.

Moreover, with information flow growing ever faster, trying to capitalize on new information is practically impossible for ordinary investors. The pace at which new information becomes available makes it easy to reassess opinions on particular companies, motivating traders to buy and sell more frequently as their future outlooks on stocks change.

Nobody's holding anymore
The result with many companies has been a dramatic increase in trading volume compared with the total number of shares outstanding. Take a look, for instance, at just how quickly the entire floatturns over for some stocks:

Stock

Shares in Float

Average Daily Volume

Days to Turn Over Entire Float

AIG (NYSE: AIG)

119.7

24.5

4.9

CIT Group (NYSE: CIT)

391.1

76.0

5.1

Palm (Nasdaq: PALM)

115.6

13.4

8.6

DryShips (Nasdaq: DRYS)

229.6

24.5

9.4

Baidu (Nasdaq: BIDU)

34.6*

1.86

18.6

Freeport-McMoRan Copper & Gold (NYSE: FCX) Continued...

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About The Author

Dan Caplinger is a contract writer for The Motley Fool.

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