Brad Tinnon

Brad Tinnon

Diversification

Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately?

If so, let me ease your concern. It is not appropriate for your diversified portfolio to have earned the same monstrous returns that the S&P 500 has lately. Reason being is that the majority of investments in your diversified portfolio would have had to be up by as much as the S&P 500. And a diversified portfolio is not designed for every investment to go up at the same time. If they did, then it would be likely that every investment would also go down at the same time, which you would not like. Plus, if this were happening, you likely wouldn’t have a diversified portfolio. Stick to your diversified strategy and you will find that over time you will earn a sufficient rate of return to meet your goals. We would love to know what you think. Please feel free to leave a comment by clicking here.

Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™

Share on facebook
Facebook
Share on linkedin
LinkedIn
Share on twitter
Twitter
Share on email
Email
Share on print
Print

2 thoughts on “Diversification”

    1. Hey Melissa. Thanks for the question. I have to say that I’ve never heard of “Safe Money” accounts. If you could let me know where you’ve heard about this or perhaps provide a website, I’ll look into it. My initial instinct is that this is more of a marketing ploy where they put a fancy name on a certain product rather than it being an actual type of account.

Leave a Comment

Your email address will not be published.

OUR PLEDGE

  • No Sales Tactics
  • No Commissions
  • No Investment Limitations
  • No Sales Quotas
  • No Investment Minimums
  • No Minimum Fees
  • True Financial Planning
  • Satisfaction Guarantee

Stay Connected

Get Weekly Financial Tips

Scroll to Top

Thank you so much for signing up to receive our Weekly Finance Tips! We hope you enjoy the content.

* Downloading PDF will also sign you up to receive weekly financial tips. But don’t worry, you can always unsubscribe anytime.

Please check your email for the download instructions. We hope you enjoy the content!