One of the myths is that you can use past performance to pick the best asset category in advance. If you chase past hot performance you will get burned. Stay prudently diversified within your risk tolerance and disciplined. And most of all, don't let your emotions of fear and greed get in the way of a good investment strategy.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Measuring Portfolio Risk (2:41)
Risk is a very important factor in your portfolio. Make sure that you know how to measure the risk you are taking and what it means.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Economic Armageddon (3:14)
What would it take for you to lose all of your money in a highly diversified portfolio? What would have to happen for 12,000 companies to go out of business at the same time?
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Not all Risk is Created Equal (2:02)
When taking risk in a portfolio, is it adding some expected return, or is the risk like holding up a 9 iron in a lightning storm, risk for no expected benefit? Certain risk could actually be detrimental to your long term returns. You need to know the difference.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Know Your Risk or You May Unknowingly Suffer Big Losses (24:48)
In this segment, we look at the lack of education, diversification, and discipline with investors. It's a sad story for some investors.
You must know your risk measurements. Investors that don't know their risk, end up chasing performance and taking too much risk. Then, they are surprised when their net worth drops by 40%, 50%, or more in a severe recession. Add to that, the shenanigans from the financial industry with the exorbitant fees in many 401k plans and mutual funds.
Check out this analysis of a 60 Minutes segment and you will learn another reason investor coaching is so important! This is why we are dedicated to continue to provide you with ongoing educational videos and coaching classes. You will never be abandoned by us.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Commodities Funds Can Increase Risk (22:59)
Have you ever wondered what futures are? Don't follow the herd. People only ask for something after it has been hot. Watch this video and find out how risky they are, and how some advisors promote risky commodities funds that are futures. They often justify it under the disguise of diversification. You don't need to double down on leveraged commodities. If you have a diversified portfolio, you already own companies that deal in commodities. Mark shows some examples. It's already in there!
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Lump Sum or Ease Back in (24:12)
Most stock markets have yet to recover their bear market losses. Did Matson Money's diversified portfolios with rebalancing recover? Find out in the first 6 minutes.
There are investors out there that panicked during the 2008 / 2009 bear market and are still sitting in cash. Now they are considering getting back in the market. What should they do? Buy in all at once or ease back in?
In minute 19, Mark talks about the dysfunctional cycle some investors are in, hurting their lifetime returns. This is why it is so important to forward these videos to friends. They may be making these costly mistakes.
Why do brokers recommend investors with lump sums to invest to ease back in? Quite simply...the wrong advice is an easier sell. As an investor, you must be able to hear advice you sometimes don't want to hear. Can you handle the truth? Know your risk and choose an appropriate portfolio for your risk category so you can stay disciplined for your lifetime.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Know Your Risk (5:47)
Each client has different levels of risk and volatility in their portfolio, from very low risk or conservative risk, to balanced or moderate risk, to aggressive. It is very important that you are in a portfolio according to the level of risk you can sustain for your lifetime (or a strategy that slowly reduces risk over time), which will allow you to remain disciplined and ride through the upside and downside volatility, while allowing us to rebalance your portfolio on highs and lows.
In this short video, you will see a segment of an investor coaching class where I teach about the risk measurements standard deviation (volatility), and beta(risk). Know your risk measurements. If you know your risk measurements you will know what to expect, and won’t be caught off guard when downside volatility occurs. Greater peace of mind comes from knowing your risk and knowing what to expect in down periods and up periods.
The longer term average returns include both upside and downside volatility. Upside and downside volatility can be reduced but not eliminated in the risk part of the portfolio. Investors that tend to take too much risk, or worse, take too much risk and don’t know how much risk they are taking, tend to panic and lose large sums of money with market timing issues.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Dr. Harry Markowitz on the Efficient Frontier (3:46)
Dr. Harry Markowitz explains the Efficient Frontier in 4 minutes.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
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▪ John and Scott
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