Volatility
In this week’s video update, I discuss volatility and how it is impacting portfolio strategy. The subtopics covered include:
- Why are the markets so volatile?
- 4 Key headlines impacting volatility.
- Do the factors change on a weekly basis?
- Uncertainty level
- Mechanical reasons for market volatility
- Portfolio Strategy
https://destinationwm.wistia.com/medias/kas4mrifo2
As I’ve said before, unfortunately volatility is here to stay. The key is to invest in a way that moves you towards your long-term financial objectives while still limiting volatility to a level that is emotionally survivable. That’s an important part of selecting an investment objective; how much volatility can one live with.
We continue to stress test our portfolios on a regular basis against a variety of factors. We continue to look on a detailed basis at every individual asset that we buy in order to assess its volatility footprint. We weigh risk against return opportunity and that is the core of our overall investment philosophy: seeking return and doing our best to reduce risk.
The opinions expressed herein are provided for informational purposes only and are not intended as investment advice. All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, Destination Wealth Management cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose. Any links to other websites are used at your own risk.
