Here’s What I’m Doing (and Not Doing) ….

Plus – Listen to our views on new podcast episode

The recent market volatility from Trump’s nonsensical measures have, of course, been felt in my own portfolio.

Stocks are still higher since the start of 2024 but those gains have been significantly reduced in the last few days.

It’s never easy to watch portfolios decline, but this is not the first episode of turbulence – and it won’t be the last.   The table below lists various such episodes in the last 15 years.

The presence of uncertainty is exactly why stocks rose 491% over this period (averaging 11% pa) – despite those episodes …

Source: Creative Planning and YCharts

Btw: For more insights like this – straight to your inbox – leave your details in the box at top of this page ☝🏼

What I’m Doing Differently?  Not Much …

The rotation away from US stocks is exactly why I’ve been advocating a balanced, globally diversified approach, rather than relying solely on the S&P 500.

My own portfolio remains diversified across asset classes, including Gold, Options, US and non-US equities, Money Market Funds, REITs and Bonds.  This type of balanced positioning helps weather storms.

Here’s my recent note on diversified investments.

History tells us every downturn is eventually followed by recovery, then new highs.  Staying balanced and resisting knee-jerk reactions is how long-term investors succeed.

Brand New Podcast Episode – the Rodcast

Yesterday, I appeared on the Rodcast for a freshly-arranged episode with Rod Turner and Adam Lawrence to discuss our views.

Listen to our evaluation on Spotify or on Apple

What This Means for You

If you’ve been following my commentary this year, you may already be positioned with a balanced approach that can mitigate shocks like this.

And if you have your wealth managed by someone, check with them to see if they are effectively balancing your portfolio.

Most Importantly … remember that stocks remain the best long-term passive wealth creation tool that exists

Always Remember:

• Time in the Markets always beats timing the markets
• Stay Diversified 
• Minimise those leakages:  Fees, Inflation, and Taxes
• Financial Markets are a great source of recurring income  
• ETFs, Balanced Funds and Options achieve all the above
• Being educated helps you outperform 99% of the population

… to ensure your investments work for YOUR financial freedom (not someone else’s)     

And … 

For more guidance, our Investment Academy will help you implement all of this in a step-by-step way.   

Thousands of people have learnt how to diversify and pound-cost-average into low-cost, set-and-forget ETFs & Funds for inflation-beating growth.  And Options to create recurring income.

Click here to learn about our Investment Academy

Finally …

– Don’t take the above as advice as it may not apply to you personally

– Your Capital is at Risk

– You may not be covered by the FSCS

– Anything mentioned in a podcast or in a previous article was valid at that time and may not continue to be now