Tactically managing risks in your portfolio to more efficiently achieve your goals
If there is one thing that the last few years have shown us, it is that markets are unpredictable, and guiding your portfolio through turbulent times requires experience, patience, and vigilant management. Tapparo Capital Management is committed to helping you meet your investment goals through sound advice and diligent oversight of your investment portfolio, customized to meet your individual goals, and structured around your risk tolerance.
Because investing involves a number of risks that are often impossible to predict, we moderate these risks by diversifying each portfolio across multiple asset classes to improve its risk-reward characteristics. Using a combination of in-house and independent third-party analysis, we will help you design a sensible asset allocation strategy and then select individual stocks and Exchange Traded Funds (ETF) that meet our stringent criteria and that are aligned with your goals and needs. Finally, our ongoing due diligence of both the broad markets and your individual holdings will help ensure that your investment strategy stays on track.
We believe choosing individual companies and ETFs is far more tax-efficient than buying packaged products, such as stock mutual funds. We seek competitive returns using a combination of strategies depending on market conditions and your personal needs.
A Long-Term Perspective: Market conditions are constantly changing, which is why we don’t take a “buy and hold” approach. We seek opportunities through every market cycle. We believe that the traditional "buy and hold" approach to investing is becoming outdated because information flow is "instant" and market volatility has significantly increased. Today, we need to be more nimble and tactical with our methodology.
Global versus domestic stocks: Asset allocation is the most important factor in determining investment returns. With global markets becoming increasingly important, we go wherever we find solid investment opportunities. Our core investment strategy incorporates broad diversification and systematic tactical asset allocation with clearly defined buy and sell disciplines.
Ongoing analysis: In our day-to-day lives we regularly adapt, but in our investments it is all too easy to buy into a story or a concept that is simply rejected by the reality of the market. Our investment approach is built upon the ability to adapt, as we know that we will be wrong in any number of investment decisions over the course of time. It is okay to be wrong, in fact it is inevitable. But it isn't okay to stay wrong, and it isn't okay to arbitrarily wait until the end of the year to realize we were wrong. We use a variety of models to analyze the markets, including the strength of the dollar, inflation and interest rates, and other economic influences.
Diversification: A well-diversified portfolio produces less volatile returns than one made of investments that rise and fall together. Our disciplined, yet agile approach to the market gives us unprecedented responsiveness to ever-changing patterns of return.
Utilizing these tools, we effectively manage market risks with a disciplined strategy that helps to keep you on track to achieve your goals and gain the peace of mind that comes from having a professionally managed investment portfolio.
On Monday (February 5, 2018), the S&P 500 fell 4.1%. This was the steepest decline since August 2011. Should we be worried? Right now, I don't think so. Let's take a rational look at what's going on with this market.
While Monday's d...
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