We could soon experience the longest bull market in history.
The current uptrend in the S&P500 is close to surpassing the previous record for length of time without a prolonged downturn.
These two bull markets periods do not include the technology crash of 2000-2002, or the financial crisis of 2007-2008:

Avoiding those two crashes would certainly have been great.
But we know it is not realistic or helpful to our personal investing to consider only the multi-year bull markets!
And even if we could invest exclusively during these overall positive periods, we still need to properly evaluate their risks.
As you can see, there were actually multiple serious S&P500 downturns over these last 5 positive years:

As we see, the S&P500 corrections were significant and lasted many months even though the market was in an overall uptrend!
That’s why our “pension-style” portfolios provide multiple strategies to help you invest by smoothing out your investing experience.
Although we never know when our defensive strategies will be needed, we do know that getting “scared out of stocks” – even during the longest bull markets on record – is a recurring threat.
Call us to discuss our defensive portfolio strategies which can give you confidence!

