Arbor Investment Planner subscribers received the following excerpts in their AIP Updates before the market fell:
4/22/2010
“Current Strategy: Maintain a very conservative asset allocation. You should have your portfolio is a position you feel comfortable sustaining a severe market correction of even a major bear market. Risks currently outweigh potential rewards. Preservation of capital is more valuable to building long term wealth than trying to capture all the gains in rising markets.”
4/30/2010
“I can tell you public sentiment is at historic highs, in many instances matching and exceeding statistics at the 2000 and 2007 tops. I’ve been in investment management for 24 years this coming month. I’ve learned there are time periods when it’s prudent to sit on the sidelines even while the market rises. It costs nothing to be conservative. Conservative investors are not losing money while the market rises. We are not trying to get back to break even at any cost as most investors are now. We have the luxury of knowing our portfolio is at all-time highs and has been hitting new all-time highs since May of 2009.”
“Current Strategy: Maintain a very conservative asset allocation. You should have your portfolio in a position you feel comfortable sustaining a severe market correction or even a major bear market. Risks far outweigh potential reward.”
Could you use analysis such as this?
| AAAMP Blog by Ken Faulkenberry | |
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Ken Faulkenberry earned an MBA from the University of Southern California (USC) Marshall School of Business with an emphasis in investments. Ken has 25 years of investment experience and is dedicated to helping people with self-directed investment management through the Arbor Investment Planner. His asset allocation strategies have an outstanding performance record. |
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