SUPM044.docx
Positioning your portfolio when markets are on the rise is easy, right? Load up on growth assets and enjoy the ride. But we all know that investing isn’t that easy. This article identifies a number of key strategies that investors should consider when markets are at their most volatile.
As any experienced investor knows, all investment markets have their ups and downs. Regardless of investor experience, turbulent times are a cause of anxiety, and that can lead to poor decision-making. So if turbulent markets are inevitable, even if their timing is not predictable, how should portfolios be positioned in anticipation of, and in response to market volatility?
What’s your objective?
First up, it’s important to go back to your investment objective. Is it to grow wealth over the medium to long term? Or are you more concerned with preserving capital? Your objective also needs to take account of your risk profile. How would you feel if, for example, the value of your portfolio dropped by 20%? Would it lead to you dumping volatile investments such as shares, or would you see it as an opportunity to pick up some quality shares at a discount?
To download and use this content, make sure you're logged in to the Library then hit the Download button.
No login details? Register here for full access.
Infographics are a great way to deliver information in an eye-catching format.
In addition to articles, the Financial Content Library has a range of infographics and social cards for you to use on your website and in your newsletters. They are perfect for sharing via social media.
We are offering a complimentary, professionally designed infographic for you to use copyright-free wherever you wish.
Ask (using the form) and you will receive!
Are you a qualified financial planner with hands-on experience and a passion for writing?
Yes? Click here to learn more about joining our writing team