Investment resources for everyday people

Pursuing a Better Investment Experience

This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets. Themes include the power of markets, growth of wealth, drivers of returns, global diversification and investor discipline.

Key Principles to Improve Your Odds of Success | May 2026

Do Downturns Lead to Down Years?

Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad Australian market index had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of those years.

Dimensional Quick Take | May 2026

The Cost of Trying to Time the Market

The effect of being out of the market for even a short time can be profound—missing a period of strong returns can drastically impact overall performance.

Dimensional Quick Take | April 2026

Global Diversification Can Make a World of Difference

Investors all around the world tend to overweight their home markets, but investors who ignore other global markets may miss out on a wealth of opportunity.

Dimensional Quick Take | March 2026

Why a Stock Peak Isn’t a Cliff

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.

Dimensional Quick Take | March 2026

Stock Gains Can Add Up After Big Declines

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.

Dimensional Quick Take | March 2026

Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

Dimensional Quick Take | March 2026

The Randomness of Global Stock Returns

A globally diversified portfolio can help capture a broad range of returns and deliver more reliable outcomes over time.

Dimensional Quick Take | March 2026

Long-Term Investors, Don’t Let a Recession Faze You

A history of positive average performance following a recession can be a comfort for investors concerned about sticking with stocks.

Dimensional Quick Take | September 2023

Markets Don’t Wait for Official Announcements

Investors who look beyond after-thefact headlines about markets and the economy and stick to a plan may be better positioned for long-term success.

Dimensional Quick Take | September 2023

Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?

Inflation in the US has surged to the highest level in nearly 40 years, reaching 7.9% in February 2022. This, coupled with the US Federal Reserve’s decision to raise interest rates, has alarmed many investors. Some are turning to dividend-paying stocks, hoping to receive more income protection and higher returns. Will it work?

Dimensional Perspective | April 2022

Large and In Charge? Giant Firms atop Market Is Nothing New.

To this point, charting the performance of stocks following the year they joined the list of the 10 largest firms shows decidedly less stratospheric results. On average, these stocks outperformed the market by an annualized 0.7% in the subsequent three-year period. Over five- and 10-year periods, these stocks underperformed the market on average.

Dimensional Research | April 2022