I felt it would be helpful to share the below time-tested principals. More details and visuals are in the below pdf. As always please don’t hesitate to contact me if you have any questions.
- Diversification is still your most important investment strategy.
- It’s time in the market that matters, not timing the market.
- Someone’s portfolio will always be doing better than yours (or at least they will say it is!).
- Markets go through up and down cycles, but they have trended higher over the long term.
- Markets are unpredictable, so focus on what you can control.
- What matters isn’t what the market does, but what you do in response.
- Volatility decreases the longer you’re invested.
- The more frequently you check your portfolio, the more volatile it will feel.
- Risk doesn’t look like risk when it’s earning a return – manage risk, don’t avoid it.
- Headlines often focus on the sensational, short term and negative – none of which should matter to investors.

