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A Shocking Case Study Unveils Hidden Investment Potential: Why You Should Maximize Your Retirement Gains with Rita℠

A Shocking Case Study Unveils Hidden Investment Potential: Why You Should Maximize Your Investment Performance Gains with Rita℠

March 12, 20242 min read

If you haven’t taken the opportunity to use Rita℠, the Retail Investment Tracking Application℠, here’s a breathtaking example of why you should take the opportunity… right now.

The following is a true story that illustrates the sometimes-breathtaking performance gaps between the mutual funds and ETFs that investors have and those they could have selected.

This is a far too common story and provides information that very few investors have ever been able to see.

Recently, we demonstrated Rita for a top executive at a major financial industry publication. As we usually do, we asked if she would like us to score and rank one of her mutual funds.

She said “Yes” and gave us one of the mutual funds she has invested in. We plugged it into the freeCheckup” version of Rita which then scored and ranked her investment.

You can imagine her shock - and ours - when her mutual fund ranked 162 out of 179.

It was actually the worst result of any mutual fund or ETF we had scored and ranked . . . ever.

As you can see below, her mutual fund had under-performed the top scoring fund by 42.5%per year over the last 3 years, and over 15% per year for the last 5 years.

031224 Midcap Rank

To put that in perspective, she had lost $4,250 per year – every year for 3 years - for every $10,000 she had invested in that mutual fund.

Additionally, the risk measures (in pink) were over 2X more than the top scoring funds. “ASD”, Average Standard Deviation, is a measure of volatility - a risk metric – the lower the number, the better.

It took just a few moments to perform the analysis, while she watched during our Zoom meeting, using the free version of Rita (the “Checkup” tool) to do it.

She had never seen this information and neither have any of the other investors who have invested over $7.5 billion in the fund (note the red box at the bottom right).

Unless you’re using Rita, you too have never seen information like this about your own funds.

The only information anyone gets to see is their fund (in yellow) versus the benchmark index (in orange).

Do you have any “surprises” like this in your portfolio?

You can use Rita to quickly find out.

You can now comparatively evaluate your own mutual funds and ETFs within your 401k plan or IRA in this powerful new way, in mere moments.

Try it and see for yourself how much better in improved investment performance you could be doing.

And please share this with your friends and family . . . they deserve the chance to see for themselves what’s truly best for them.

401(k)mutual fundsETFsinvestorsretirementfinancial productsiraretirement account
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Eric S. Smith, J.D.

Eric S. Smith, J.D. is CEO of Decision Technologies Corporation, and President and Investment Advisor Representative of Trustee Empowerment & Protection, Inc., a Registered Investment Advisor

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Worried about picking the right mutual funds and ETFs for your investment portfolio or your IRA or 401(k)? Rita℠ is the solution. Rita℠ is the only Retail Investment Tracking Application℠ that quickly and easily answers this key question: "Of all the available choices of mutual funds and ETFs, which ones are best for me? With Rita℠, you can feel confident that you're picking the best mutual fund and choices for your future. Stop guessing what's best for you - let Rita℠ do all the hard work!

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