Election Jitters: How to Position Your Investments Now
With the election approaching and questions about what changes new leaders might bring, financial markets are expected to stay bumpy. Preparation is key, and at Alpha Financial Nordic, we have a fiduciary financial strategy that adapts to any political landscape—no matter who wins. This is how we have set our clients up to win:
1. The Winning Strategy
Despite this year’s market ups and downs, our clients’ equity investments have already returned over 25% so far this year. Our focus is on strong, diverse investments, with a slight tilt toward AI technology, while avoiding international markets, which we currently consider too risky. As always, we prioritize strategies that minimize unnecessary costs, risks, and taxes, ensuring your money stays with you and grows steadily. We never trade based on emotions or hunches, which is especially important in uncertain times like these.
2. Avoid Individual Stocks—Especially Now
Right now, we’re dealing with unprecedented uncertainty, making individual stocks riskier than diversified portfolios. If you’re still inclined to take a “gamble” on individual stocks, consider limiting it to just 5% of your total portfolio. Historically, these speculative bets tend to underperform, and most investors ultimately revert to 100% strategic investing, where they see stronger, more consistent returns.
3. What about Treasuries and Fixed Income?
Your fixed income investment require close attention now. With treasury yields often falling below inflation, we’re monitoring closely to ensure our clients’ fixed-income assets are optimized. As conditions shift, we’ll adapt and explore alternatives to eek out that extra fixed-income returns in line with your growth goals.
4. What About Inflation?
Inflation has been challenging, driving prices higher, and it may fluctuate further. One of the best hedges against inflation is US equity investments, as companies can increase their prices along with inflation, maintaining value for investors. Through US equities, we protect your money’s purchasing power, keeping your portfolio aligned with your growth objectives.
A Winner’s Game – and You are Invited!
At Alpha Financial Nordic, our mission is to keep your financial goals safe and steadily progressing, regardless of the economy or election results. If you have $300k or more invested, let’s navigate these uncertain times together for a more secure financial future.
Alpha Financial Nordic is a true fiduciary with 35 years of real acumen. We apply the best, time tested and data driven FIDUCIARY principles to MAXIMIZE your financial performance. Join now: 480 299 9025.
