Skip to main content

What are common strategies to mitigate Market Risk?

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

What are common strategies to mitigate Market Risk?

1. Diversify and Allocate Wisely:

  • Ensure your asset allocation aligns with your risk tolerance.

  • Hold a mix of asset classes (e.g., stocks, bonds, cash, real estate) to avoid over-reliance on any single investment type.

2. Maintain a Cash Buffer:

  • Keep 1 to 3 years of living expenses in cash or short-term bonds.

  • This prevents forced selling of investments during market downturns.

3. Employ a Flexible Withdrawal Strategy:

  • Reduce withdrawals in challenging years and increase them in favorable ones.

  • Alternatively, implement "guardrails" where changes are only made when your portfolio crosses specific thresholds.

4. Rebalance Regularly:

  • Sell assets that have exceeded their target allocation.

  • Buy assets that are currently underweight to restore your desired allocation.

5. Stay the Course and Avoid Panic:

  • Develop a written investment policy or plan to guide your decisions during volatile periods.

  • Resist making impulsive changes based solely on short-term market fluctuations.

Did this answer your question?