Let’s Talk… What to Do with Your Portfolio Now?

This is the main question I get everyday. The world looks unstable and people wonder if they should sell everything and head to the hills. Here are some things to keep in mind when looking at your portfolio in uncertain times. 

First, more than ever don’t put all of your eggs in one basket. If one investment becomes too much of your portfolio, you have to maintain discipline and keep it in the parameters you set. 

Second, cash has some risk in that it’s eaten away by inflation. This is especially the case if inflation is running higher than normal. 

Third, there has always been instability in the world. If you look at history, markets can go up in uncertain or unstable times. A recent example is 9-11. It was a dark day in the history of the USA but the markets quickly recovered. 

Lastly, be disciplined. This is difficult for most people to do because they get caught up in the emotions of investing. If you take profits on a stock, don’t look back.

The content in this material was created for educational and informational purposes only and is not intended as an investment advice.

The opinions voiced in this material are for general information only and not intended to provide specific advice or recommendations for any individual. 

All investing involves risk, including loss of principle. No strategy assures success or protects against loss.