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Deciding how much to invest in stocks is one of the toughest decisions an investor has to make.
Mutual funds, index funds, and ETFs stay 100% invested all of the time. So, if you don’t want to be 100% invested in stocks during a market crash, you’re going to have to make the decision to protect your portfolio yourself. The truth is that not many people are comfortable making these decisions, and even fewer have a good track record doing it.
What we are going to do each week is break down how the analysts with the best track records making these decisions are making them now.
Each of the analysts on the SWAN team have been vetted for a minimum of 5 years. For each of them, the period we have tracked them has coincided with a flat to down market, yet in each case they have delivered superior returns while also doing a good job of protecting their portfolios against the market’s many downdrafts over the past 5 years (at least).
It is the combination of performance and protection that qualifies them to be on the SWAN team. We don’t need analysts who are defensive all the time just as we don’t need analysts who are aggressive all of the time. We need analysts who have a track record showing they have good judgement about when to be defensive and when to be aggressive while overall delivering returns that can make a difference.
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Forbes' Matt Schifrin discussing the SWAN Advisory service with Marketocracy's Ken Kam