“Recovery time” is a very important feature of our portfolio analysis.
After all, quality financial advice is not just a matter of saying, “difficult times have historically been followed by better outcomes.”
Specifically, we compare the length of time it takes for your portfolio to recover its former value after corrections versus the stock market in general.
Our investment policy places a premium on fund managers who have consistently:
- Provided flat or sometimes positive returns during down markets
- Provided less downside than markets in general
- Recovered their value faster than their benchmarks
We test our portfolio managers to see how effectively they have managed risk for you and helped you to “stay the course” during inevitable market declines.
Our financial strategies are intended to limit your downside during periods of prolonged stress so that your portfolio may also experience a faster recovery.
Do you have a plan to endure a stock market correction that could last months?
This chart shows the number of consecutive months (33, 12, 21, 20, 3, 31, 17, 1, 9) that the S&P500 has historically been down from January 1928 to December 2025:
