Planning for the Punch: How to Build a Portfolio That Stays Standing

Mike Tyson famously once said, “Everybody has a plan until they get punched in the mouth.” Well, the stock market “punched” us in the mouth this April.

At CooperDavis, our goal is to build client plans and portfolios that can withstand those punches. We can’t control what the market will do—history has proven, without a doubt, that markets go up and markets go down. What we can control is how exposed your portfolio is to those ups and downs. 

If you—or someone you know—felt sick to your stomach watching your portfolio while the S&P 500 dropped 19.6% from February 19 to April 7, it might be time to make an adjustment. With markets now just a few percentage points away from all-time highs, this is the perfect time to have that conversation.

The best plan isn’t always what the spreadsheet says—the best plan is the one you can stick with when markets inevitably get a little crazy. If your portfolio didn’t behave the way you expected earlier this year, give us a call or send us an email. We would love to help.

Like our mission statement says, we’re here to help you experience the confidence that comes from a financial life (and portfolio!) built on purpose.