Consider the Tortoise and the Hare as they prepare to compete. The Hare appears unstoppable in his capacity to achieve victory in the race to the finish while the Tortoise is mocked by his peers who compare his methodical approach to the velocity of the Hare. The Tortoise is not intimidated by the challenge before him because he is confident in his strategy and knows that ultimately patience and perseverance will achieve massive success if a disciplined approach is maintained.

 

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2018 Slow and Steady White Paper

In that paper, we discussed when times are good, investors tend to forget about the risk in their portfolios and tend to focus on returns. The result is many investors may unwittingly find themselves over-exposed to relatively more volatile risk-assets like stocks at precisely a time when they should be under-exposed to risk assets.

 

 

2020

At the beginning of 2020, despite a few warning signs such as an inverted yield curve, the markets seemed poised for another strong year: the S&P 500 was up over four percent from January to mid-February, US GDP was increasing at a strong clip, and unemployment was trending downward with seemingly no end in sight.

 

 

COVID-19

As the world went into lockdown, markets ended their long-running bull market. The S&P 500 declined as much as 33 percent over the course of six weeks. These six weeks saw all of the value gained since early 2017 erased . The panic the world felt because of COVID-19’s potential impacts and market volatility is something no one hopes to be repeated! Yet, unfortunately, the reality of markets are they go up…and they go down.