Presilium Private Wealth

FPF #134 - The Importance of Stress Testing Your Portfolio


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This week we dig into the importance of stress testing portfolios to prepare for market volatility and potential downturns, highlighting historical market declines such as the S&P 500's average 36% drop and the 2008 financial crisis where the S&P 500 fell 55%. Jerry illustrates how a well-structured 70% stock, 30% bond portfolio could have declined 45% but recovered over three and a half years, underscoring the need to stay invested and potentially rebalance.

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.

Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

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Presilium Private WealthBy Jerry Davidse