Stay The Course

So far, this year, it has been volatile for global markets. Mostly because of the heavy handed tariff policies coming out of the U.S. The heightened uncertainty the policies have caused has investors on edge.

I’ll admit that its been scary and uncomfortable seeing all the headlines in the media. I’m human and can’t help it, but this is where having an investment plan in place really helps guide us when all the noise in the media is negative. (it always is by the way)

Now, I claim no prescience of the future and there’ll be no forecasts or predictions of any kind within this article.

Just me, here to let you know what we’re doing in times like we’re experiencing now. We’re staying the course and following our investment plan. Thats it. No rebalancing to take risk off the table, no changing strategy and definitely no selling.

It’s just my partner and I continuing to purchase shares every month once we’ve saved the funds to do so.

The investment strategy we have put in place is designed to meet our long-term financial goals. Everyone will have different objectives and financial goals and because of this their investment plan will be different to ours.

Our investment plan contains things like,

• Asset allocation
• Target weighting
• Risk tolerance
• Investment approach
• Liquidity requirements
• Why we invest
• Long-term goals

Having an investment plan in place allows us to bypass our emotional biases and continue to invest regardless of what is going on around us.

A good bet in economics: The past wasn’t as good as you remember, the present isn’t as bad as you think and the future will be better than you anticipate.

We both believe in the long-term prosperity of humanity despite the inevitable setbacks and uncertainty.

Shares will always go down faster than they go up, but they’ll always go up more than they go down.

Thanks for reading.

J.H.Repetto