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Markets are facing difficult months, and this is a tough period for investors.
For sure I have not been lucky to start the model portfolio service in January 2022, and the performance is of course negative, but here we are looking at the long term.
Just to let you know how large the current market drawdown is, see the picture below referred to the Nasdaq Index:
The Nasdaq is falling quicker than during the dot-com bubble and the 2008 financial crisis. This move is very unusual.
I don’t believe we are going to face a drawdown like 2001 and 2008, because the macro situation is very different. That’s why I believe that the current fall can be considered an interesting opportunity to buy.
Moreover, usually the best market days occured usually within 15 days after the worsts. Missing the best days can be very bad for your portfolio return. Maybe in this cases it is better to stay invested.
Moreover below you will see how different can be the performance of a balanced portfolio (more conservative) compared to the Pure Stock portfolio (much more volatile).