Main page content

A Plan for Turbulent Markets

What matters isn’t what happens in the market, it’s how you respond.
Print

The best investment results are long term, and in order to stay invested for decades, you’ll need to learn how to handle challenging markets.

It starts with recognizing that down markets are normal, and they can even be beneficial. They can give us new insights about our portfolios and ourselves and help us see things we might have otherwise overlooked.

It sometimes takes a market correction to realize that you had too much invested in a particular fund or that your funds were riskier than you’d anticipated. These lessons can lead you to build stronger portfolios and become a better, more disciplined investor.

A plan gives you something to turn to in down markets

This year, we celebrate 50 years of managing private client accounts (we started managing the FundX Funds 18 years ago), and one thing we’ve learned over the years is the importance of having a clear plan in place.

In volatile markets, a plan can help you stay on track and avoid getting distracted by headlines or pundits. It can help you focus on what really matters over time: having realistic expectations, controlling your emotions, and getting (and staying) invested even in challenging markets. This guide is designed to help you do just that.

The FundX Funds can help you put your plans into action. If you’re struggling to get invested, build a diversified portfolio, or mitigate risk, consider one of the funds we manage. You’ll have a professionally managed portfolio of funds with as little as $1,000.

Not sure which fund might be right for you? Give us a call at 1-800-763-8639 and ask to speak with an advisor.

Janet Brown
President & CEO, FundX Investment Group
 

Diversification does not guarantee a profit or protect from loss in a declining market.

Read more

About us

About FundX

FundX Investment Group pioneered using noload mutual funds to manage client accounts in 1969. Today, the firm uses its evidence-based investment process to manage equity, sustainable and fixed income portfolios of funds for individuals, institutions and mutual funds.

 

Learn More