Lean into risk

April 09, 2020 | Gabriel Flores


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While posted today, on a balmy May 28th, this blog post sat in my 'drafts' since April 8th. since that post, where holding onto, adding to, and rebalancing into would have made a measurable impact on your current investments.

I look at my calendar and see the uncertainty. 

 

Doctor's appointments canceled. Birthdays virtual, Seders zoomed. 

 

Think about how much the perception of time has been altered recently. 

 

Weeks feel like months, and the personal habits we all once had have been altered, if only for a period in human history. We read about the Spanish Plague, we know about the Black Plague and the disease that has ravaged humanity in the past, but when you adjust for the technological advances we have made since those days and yet are suffering pandemic consequences and an extremely high level of contagion - believe in science.

 

While I always seek to engage my reader with the themes and forward thinking that investments should represent, coupled wih useful strategies to employ to add additional value in insurance or representation within the greater RBC Financial Group, it is also a platform I feel humbled to be associated with because together we can add value to your financial well being.

 

Consider health and wealth. The comfort of knowing your estate needs are covered from every angle, as well as the positioning of your investments for the future is immeasurable. Responsible investing, a belief system of investing, has not only delivered in terms of its promise for asset preservation and overall out performance through the recent crisis, but it is a movement that will continue to deliver above market returns in the long-term. 

 

As I previously wrote, the combination of the COVID-19 crisis and oil price collapse will have deep consequences in Canada. While it may represent to reformulate our economy towards a renewable and sustainable future, we need to act in that manner with our collective asset base.

 

Once more, the overall generator of performance in any portfolio is derived from the general asset mix, or division of the monetary 'pie' between safe, cash and investment grade bonds, and equities. 

 

That brings us to the title of this post. Leaning into risk. 

 

We have a unique opportunity to reposition our investments. Having seen the devastation of low quality equities buried in conventional funds, we can now invest in securities that reflect your value set. 

 

In these times, when we feel less in control of our collective futures, and more secure in the comfort of those we look forward to embracing that special someone - it is essential to make the changes and address your financial needs.

 

As a client, I can introduce you to my colleagues, experts in their respective areas to better address your current an near-term needs. Cutting through the proverbial clutter is essential because it saves you your most precious resource: time. 

 

While posted today, on a balmy May 28th, this blog post sat in my 'drafts' since April 8th. since that post, where holding onto, adding to, and rebalancing into would have made a measurable impact on your current investments. 

In a subsequent post, I will update you on what I have learned and the reinforcement of my "why" statement.

 

Gabriel

 

 

 

 

 

 

 

 

 

 

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