Could Now Be the Right Time to Dial Down Your Investment Risk?

The stock market’s stunning turn of events recently could present a golden opportunity to rebalance your portfolio.

(Image credit: Getty Images)

After the stock market began its plunge in mid-March, investors hurried to find out if their portfolios could withstand the steep drop and what to do next. Now, several weeks later, we’ve all exhaled as the market has gradually recovered.

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Historic Rolling Returns*
75% Stocks/25% Bonds60% Stocks/40% Bonds40% Stocks/60% Bonds
43.08%36.46%26.71%
Rolling PeriodBestAverageWorstBestAverageWorstBestAverageWorst
5 Years27.55%10.01%-3.34%24.92%9.53%-1.60%24.73%8.81%0.67%
10 Years17.47%9.75%-0.68%16.57%9.40%0.81%15.59%8.83%2.70%
15 Years16.79%10.01%3.76%15.57%9.66%4.13%13.89%9.09%4.51%
*information based on Ibbotson Large Cap Stocks and Corporate Bond historic performance from 1969 to present
Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Herman Freitag, CFP®
Associate Wealth Adviser, McGill Advisors, a Division of CI Brightworth

Herman Freitag is an associate wealth adviser with McGill Advisors, a Division of CI Brightworth. Prior to joining McGill Advisors he was with a national investment firm serving high-net-worth clients for four years. Previously he had worked for the private banking and retail arms of a national bank for four years. He earned his CERTIFIED FINANCIAL PLANNER™ professional certification in 2017. Herman is a native of New Orleans.