Trading Activity Update: Recent Adjustments in Stocks and Real Estate

As the market continues to absorb the latest news regarding Coronavirus, we continue to focus on ways to keep you on your financial path. As such, we will continue regular updates as needed and whenever conditions and actions are warranted.

We understand how unsettling this market volatility can be, as our personal investments mirror yours, but we feel confident in our strategy and moves made to date. That being said, we are staying flexible to continue to act when we see it will add value.

Recently, we made more of those moves on your behalf, including:

  • Shift in stock allocation to investments that we believe could have lower downside potential and better upside as the market recovers.
  • Reducing our exposure to Global Real Estate by 50% and re-allocating to domestic large company stock and adding cash.
  • Purchasing more shares of current holdings in the healthcare and financial sectors.

You can count on us to continue to work on your behalf and stay in close communication, so you can remain calm and confident.