Automatically invest certain amounts or sell predetermined investments on a regular schedule.
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Systematic investing allows you to invest a certain amount each month, without having to do a thing. It's a great way to build up wealth because you're not only investing on a regular basis, but your money starts compounding when you invest for a long time.
Likewise, systematic selling is another straightforward investing approach, allowing you to diversify your portfolio and/or generate income.
Edward Jones has three systematic investing programs. If you have questions, or are interested in setting one up, contact your local financial advisor.
Dollar cost averaging program
Dollar cost averaging means investing a fixed dollar amount at regular intervals. This approach generally enables you to buy more shares when the price is low and fewer when the price is high. It also removes emotion from your investing, since you "set and forget it."
Automatically reinvest your dividends and interest income in your portfolio. Like dollar cost averaging, this is a way to add discipline and avoid emotions when it comes to your investing, while also taking advantage of earning compound interest.
Systematic sell program
A disciplined approach that can help you systematically sell individual stocks or mutual funds from your portfolio at predetermined intervals and set dollar amounts.
Systematic investing does not guarantee a profit or protect against loss. Investors should consider their willingness to keep investing when share prices are declining.