Portfolio Risk Analysis

Financial planning

At The Clark Group Asset Management, we believe the single biggest risk facing investors today is market volatility. The extreme volatility investors experienced during the technology bubble in 2000-2002 and the financial crises in 2008 led many to abandon their investment plan and run for the exits in a bout of emotional selling. Many of these investors later bought back at levels significantly higher than where they sold while others remained out of the market frozen by fear. Bear markets, defined as a decline of -20% or more, are not unique. They have happened before and they will happen again. As a result, we have created a 3-step process to help ensure your portfolio stays within a range of volatility that you are comfortable with.

 STEP 1

Identify Your Downside Thresholds

The first step is to answer a short questionnaire that covers topics such as portfolio size, financial goals, and what you are willing to risk for potential gains. Then we will pinpoint.

 STEP 2

Stress Test Your Current Investments

It turns out 4 out of 5 people have more risk in their portfolio than they realize. Next, we will stress test your current investments to determine if they are a good fit for your risk.

 STEP 3

Align Your Portfolio

After pinpointing your downside threshold, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected.

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The information herein is for information purposes only, does not contain or convey legal or tax advice, and should not be relied upon regarding any particular facts or circumstances without first consulting with a lawyer, tax, or other professional. The following list of professionals often work with The Clark Group Asset Management at the sole direction of our clients on various projects; however, no client is obligated to use any of our strategic alliance members for any service. As personal facts and circumstances vary, please conduct due diligence on any third party prior to engaging.

The advice and opinions of The Clark Group Asset Management are our own and in no way represent the opinions or advice of our strategic alliance members. Similarly, the advice and opinions of our strategic members in no way represent the opinions or advice of The Clark Group Asset Management. We are an independent network of professionals in our respective fields.