Portfolio Risk Analysis
At The Clark Group Asset Management, we believe the single biggest risk facing investors today is market volatility. The extreme volatility investors experienced during the technology bubble in 2000-2002 and the financial crises in 2008 led many to abandon their investment plan and run for the exits in a bout of emotional selling. Many of these investors later bought back at levels significantly higher than where they sold while others remained out of the market frozen by fear. Bear markets, defined as a decline of -20% or more, are not unique. They have happened before and they will happen again. As a result, we have created a 3-step process to help ensure your portfolio stays within a range of volatility that you are comfortable with.