Many investors need asset allocation guidance, but most don’t realize it. Most Wall Street firms recommend a fixed strategic asset allocation that ignores valuation.
Their focus is on commissions and fees and overwhelmingly put an emphasis on selecting stocks. Yet it is your asset allocation that will determine over 90% of your returns.
My premium service membership always soars after the market falls; after investors lose a large percentage of their portfolio and realize they have been too aggressive. I can help you now, before it’s too late!
Performance With Low Volatility
As of this writing (2/12/2013) the S&P is still below its all time high set in 2007. The AAAMP Performance is up 28% during the same time period (peak to peak). In addition this has been accomplished with only a fraction of the volatility of the market.
The maximum drawdown of the AAAMP was 12% when the S&P500 was down 57% from the 2007 peak. For the 2008 full year the AAAMP finished down 2% while the S&P500 suffered a 37% loss.
Volatility Kills Performance
Portfolio Volatility is one of the biggest reasons investors fail at portfolio management. If you have a 50% loss and and a 50% gain you have lost 25% of your portfolio. Most investors invest too aggressively.
Emotional Investing Kills Performance
Volatility by itself (just the mathematics) will kill your performance. But many investors add significant pain to the process with emotional trading. Buying high and selling low is a prescription for destroying a portfolio.
A favorite quote of mine comes from contrarian investor Humphrey Neill, who said “when everyone thinks alike, everyone is likely to be wrong”. Following the crowd is an easy mistake, you really have to be trained not to not your emotions affect your investment decisions.
Asset Allocation Guidance
Don’t wait until the market has put a huge dent in your portfolio value. Seek asset allocation guidance. After a 4 year rally to near all time highs, NOW is the time to become more focused on valuation and adjust your asset allocation accordingly.
I can help you make wise, value based investment decisions instead of emotional decisions. You have the opportunity to make a change while the market is high.
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If you have questions feel free to call me directly at 281-719-8904.