Surviving Bear Markets: The Math Problem with Buy & Hold Investing

Back in 2000, a movie called “The Perfect Storm” debuted in theaters. Based on a true story, the film tells the incredible account of the Andrea Gail, a commercial fishing vessel lost at sea after being caught in the worst storm to ever hit the North Atlantic. The crew of Andrea Gail, and many other vessels, are caught off guard in October 1991, when they underestimated three weather fronts that unexpectedly collided to produce the greatest storm in modern history. This clash of systems over the Atlantic Ocean caused 40-to-80-foot waves, with unconfirmed reports of waves 100 feet high in some locations. Sadly, the massive surf was too much to overcome for the Andrea Gail and its crew. 

We cannot control markets any more than a sailor can control the seas. Yet, we can participate in markets and use them to reach our destination. We just need to have a plan to adjust our sails when stormy weather approaches. With the Adaptiv Investment Management System™, we have an instrument capable of navigating markets and identifying major storms. By using hard data, it helps us identify when we can use the wind and waves to our advantage and when we need to stay in the harbor. This System has identified an important market development we haven’t seen in 35 years. We cover this development, and more, during this month’s Lunch & Learn event. 

Throughout the July 2022 Lunch & Learn event, the Adaptiv Investment Management team covers the following talking points:

1. Will political developments and midterm elections make this market worse?
2. What impact does the dollar and inflation have on retirement accounts?
3. What Major Market Development is negatively impacting many portfolios?
4. What is the math problem with buy & hold investing?
5. How do we use the Adaptiv System to navigate markets and protect retirement accounts?

It is our privilege to provide answers to these important questions during our Quarterly Market Insights presentation. You can view the entire presentation with the embedded video link above. 

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This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.