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Avoiding the Bear2017-08-08T12:04:22+00:00

Avoiding the Bear


Don’t Let the Bear get You Down

Check out this brief video for an intro­duc­tion to the Defined Risk Strat­e­gy and how it can help investors grow and pro­tect their nest egg for retire­ment.

Win by Not Losing

Remem­ber the bear mar­ket dur­ing the Finan­cial Crises of 2008? Or the Dot-Com Bust in 2000? Or the Crash of 1987?

Bear mar­kets (large loss­es in the mar­ket in excess of 20%) occur more often, cause more dam­age, and require longer recov­er time than investors may real­ize.

DID YOU KNOW?  — Since 1929, the S&P 500 data shows that bear mar­kets:

  • occur every 3.5 years,
  • last 10 months,
  • erase over 35% of mar­ket val­ue, and
  • take 3.3 years to recov­er.

At Swan, we believe that large port­fo­lio loss­es and mul­ti-year recov­er­ies are not the con­se­quences investors must accept in order to achieve long-term port­fo­lio growth.  

Swan’s Defined Risk Strat­e­gy is a unique invest­ment approach designed to help investors grow and pro­tect wealth.

Actively Seeking to NOT Lose Big

By active­ly seek­ing to not lose big, we believe that investors will be bet­ter off in the long run.”
– Randy Swan, CEO and Port­fo­lio Man­ag­er of Swan Glob­al Invest­ments

The first rule of mak­ing mon­ey is to not lose it. Although this phrase in var­i­ous forms is attrib­uted to many dif­fer­ent peo­ple, the con­cept remains true. While the risk of loss is assumed when invest­ing, avoid­ing bear mar­kets can be the dif­fer­ence between achiev­ing or miss­ing finan­cial goals.

Such major declines often require mul­ti-year recov­er­ies. Invest­ments that pro­vide some lev­el of bear mar­ket pro­tec­tion can dras­ti­cal­ly impact invest­ment returns over the long term.

Always Invested. Always Hedged.

Launched in 1997, the Swan Defined Risk Strat­e­gy is designed to seek con­sis­ten­cy of returns, down­side pro­tec­tion, and sus­tain­abil­i­ty of assets.

By lim­it­ing the dam­age caused by bear mar­kets, the Defined Risk Strat­e­gy has an envi­able track record of reduc­ing the port­fo­lio recov­ery time from years to months, there­by mak­ing it eas­i­er to stay invest­ed and more like­ly on track towards achiev­ing invest­ment goals.