2020 Asset Allocation Risk Tolerance 
Darrow Wealth Management
MARCH 13, 2025
If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk.
Yardley Wealth Management
JUNE 11, 2025
1 Consider this : from 1980 to 2020, the S&P 500 experienced average annual drops of approximately 13.7 Even during more severe events like the 2020 COVID crash, the market dropped over 30 percent, only to recover within six months and reach new highs. A diversified portfolio is designed to help manage risk during market cycles.
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The Chicago Financial Planner
JUNE 13, 2022
After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Focus on risk.
The Chicago Financial Planner
FEBRUARY 5, 2022
Kansas City won the 2020 game and the market had an up year in spite of the impact of COVID-19. Any investment strategy that does not incorporate your goals, time horizon, and risk tolerance is flawed. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Take stock of where you are.
The Chicago Financial Planner
NOVEMBER 8, 2021
After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2020 with a gain in excess of 18%. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. Learn from the past . Click To Tweet.
eMoney Advisor
MARCH 21, 2023
When surveyed in 2020 after the onset of the COVID-19 pandemic, advisors indicated that 85 percent of their clients who had a financial plan felt more prepared to weather market volatility than those who did not. Sources: 1 eMoney COVID-19 Pulse Research, May 5 – May 19, 2020, n=227 2 Liberto, Daniel. ” Investopedia , 2022.
Darrow Wealth Management
MARCH 28, 2022
The key to weathering the storm is having a diversified asset allocation that’s truly aligned with your risk tolerance and appetite before there’s a personal financial problem or other negative event. Asset allocation. loss on March 12, 2020 only to close with a 9.3% gain the next day.
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