How to protect my Portfolio from a Covid second wave?

The Walton Financial Group has advice for portfolio protection

To protect your portfolio in times of Covid uncertainty consult the financial planners at the Walton Financial Group in Barrie Ontario

Stock prices have rebounded from the crash when Covid-19 hit and now is a good time to make sure your portfolio is resilient and ready to withstand a second wave.

The Walton Financial Group in Barrie Ontario recommends these strategies.

  • 1. Adopt a resilient attitude . Resist the temptation to sell low if stocks get pummelled. Stock market downturns happen periodically and unpredictably. Stick with your plan and time horizon
  • 2. Make sure your Portfolio is Balanced . This means having the right mix of sticks and fixed income securities like bonds and GIC’s . The financial advisers at the Walton Financial Group can help you with this
  • 3. Diversify . This means spreading out the risks from different portfolio components . Consider using broad- based EFT’s and again The Walton Financial Group can advise you here

Call the Walton Financial Group in Barrie Ontario to get expert advice on protecting your investment portfolio

Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This How to protect my Portfolio from a Covid second wave? was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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