How Long is Long Term for Equity Investors?

Conventional wisdom is that equities require a minimum holding period for investors to have confidence they will achieve their desired rate of return. But how should investors think about the long-term within the context of their equity allocation?

Join VettaFi and the investment team from Motley Fool Asset Management as they explore how market dynamics have changed in recent decades—holding periods, active/passive split, trading frequency, and availability of information—and how they believe investors should adapt their mental framework to improve long-term results.

July 20, 2023
10am PT | 1pm ET
1 CE Credit
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Topics will include:

  • An empirical look at the evidence surrounding long-term investing
  • How market dynamics have changed in recent decades
  • A look at the drivers of index returns at the security level

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Bryan Hinmon, CFA

CIO and Senior Portfolio Manager
Motley Fool Asset Management

Michael Olsen, CFA

Portfolio Manager
Motley Fool Asset Management

Todd Rosenbluth

Head of Research

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