Personal Finance

Managing Risk in Your Portfolio

March 6, 2019
An asset allocation that aligns to your time horizon and matches your risk tolerance can be the best defense to market fluctuations.

Key Points

  • Historically, adding bonds to an all-stock portfolio decreased volatility while still providing growth opportunities over the long term.
  • Investments featuring a blend of stocks and bonds have offered an average annual competitive rate of return.
  • Making sure your portfolio is well diversified allows you exposure to sectors that are leading without being derailed by sectors that are lagging.

Of course, diversification cannot assure a profit or protect against loss in a declining market. Past performance cannot guarantee future results.

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