Wednesday, April 17, 2019

Should retirees get out of the stock market?

Last week, we witnessed a record-breaking correction in the stock market, down 12%. Ouch. Just like we stepped on the toes in the middle of the night. We didn't see it coming, it hurts. Our response is to go to the light. If we can see that it will make things easier, then know which way to go.

But where have we been? How do we protect ourselves?

It is important to point out that although we are in a bad mood, the market has not done anything wrong. However, in fact, market adjustments are healthy. They actually help turn us back to the average rate. The timing of all these provides us with a unique investment opportunity that allows us as an investor to buy a company at a cheaper price.

If I can't cope with the market downturn, how can I invest?

Straightforward answers, don't be afraid when the market is volatile. This is the entry price when you invest in the stock market!

If you feel nervous last week, you are insomnia or just get sick, your portfolio may be too risky.

Considering this week's rally is a good opportunity to rebalance distribution, thereby reducing risk. This may also be a good time to get some profit and increase short-term market hedging and cash.

How much investment risk should you assume after retirement?

For beginners, check your risk level. As a retire or a person who is about to retire, you can consider 40% of bonds and 60% of stocks. Of course, these numbers are adjustable based on your personal plan.

How do you know if this is right for you? Resume the retirement plan. If you don't have one, start now.

Recommendation: When the market changes, your retirement and investment plans need to change. Stay away from amateur financial advisors who use a one-size-fits-all approach. Say Buy and hold Not what you want to hear! There is a better way! But a retirement plan is a must.

Second, check your reward sequence risk. what is that? Reward the risk of exit from the risk assessment fund, especially for retirees who withdraw funds during the bear market.

It is not just a rate of return or loss. This is a calculation of retirement withdrawal + time + market conditions to determine if you will run out of funds.

If you are a retire at the delivery stage, you need to focus on retirement income, not return rate. So, as mentioned earlier, you may want to talk to your consultant about your market exposure and income investment exposure.

Stock risks are high and bond payments are too small. Will I continue to invest in stocks?

The short answer is yes. It is wise to reach out to stocks throughout the portfolio. From the statistics, people's life expectancy is getting longer and longer, and there are more opportunities to get high returns over time, and will greatly help them

For example, if you look at the target date funds in your retirement plan, they respond by maintaining a high level of stock at least at the beginning of retirement.

You can use risk assessment to determine the risk you are satisfied with. By doing this, you can get a good idea of ​​the 10%, 15%, and 20% market downturns in your portfolio to help you determine what you should fit and how much you should keep. stock.

What happened to Bonds?

Let's talk about bonds. Currently, they offer low interest rates, but when interest rates rise, the stock market tends to react negatively. Therefore, when we see the Fed starting to raise interest rates, they must do so, but not too fast to limit economic growth.

In the past week, 10-year Treasury bonds have grown to 2.9%. Currently, this ratio seems to be ours from

Awkward
The stock market does interesting things. Therefore, as the Fed has expressed interest rate hikes to control inflation in 2018, they may need to reconsider their plans to continue economic growth.

If interest rates continue to rise and the Fed continues to shrink its outstanding bonds, we can see that bonds are starting to rise.

Where the rubber meets the road

Despite the market stumble in the last week, I suggest you not to sell everything and invest in cash. Instead, use current bounces to reduce and rebalance portfolio risk, adjust these hedging as needed and slightly increase [not everything] cash positions.

At the same time keep diligent and understand the market conditions [using 5 minutes of market updates or real-time updates], but always remember that the bull market will end. A prudent strategy is always risk management and ensuring that your long-term retirement goals remain stable.




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