In this quarter’s commentary, we are continuing with the theme of stock market volatility and some comments we included with our most recent trade rationale.
We understand that market fluctuations can be unsettling. However, it’s important to remember that volatility is a natural part of investing and often presents opportunities for growth.
Since reaching an all-time high in February, the stock market has experienced a pullback of approximately 10% – a movement well within historical norms. This decline has been influenced by uncertainties surrounding trade policies and tariffs, along with related announcements. While such headlines can drive short-term market swings, they do not dictate long-term success.
At The Partners Group, your portfolio is carefully structured to navigate these fluctuations. Your financial plan accounts for periods of volatility, allowing us to take advantage of lower valuations when appropriate. Historically, despite temporary downturns – including significant ones – the market has delivered positive annual returns 75% of the time.
Interestingly, some of the best stock market returns occur during periods of volatility. While the instinct to sell in turbulent moments is understandable, studies show that missing even a handful of the market’s best days can have lasting long-term consequences:
We believe that patience and a disciplined approach are key to achieving your long-term financial goals. If you have any questions or would like to discuss your portfolio, we are here for you. Your financial peace of mind is our priority, and we always appreciate hearing from our clients.
Sincerely,
Your TPG Wealth Management Team
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