MARKET NEWS / GUIDE

Market Readiness Worksheet

MAR… / GUI…
Guide • Sep 08 2022
Market Readiness Worksheet
MPM Posted on September 8, 2022

First, it’s time to take charge of your current strategy using the Investment Triangle.

This is a tool for your investing success, allowing you to take advantage of markets without leaving yourself vulnerable to massive downturns. The worksheet will ask you to look at your portfolio and assess what part of the triangle your investments fit into.

This exercise will give you a clear picture of your portfolio’s positioning. Each of the sides of the triangle adjusts, so you can make adjustments during various market conditions. It offers a stable platform to support yourself financially for the long term.

Step 1: Review The Foundation

The bottom side of the triangle is where to begin. Assets that fit into this portion represent insurance. Tangible assets like gold, silver, platinum, and palladium offer stability during market crisis conditions and a long term store of wealth that helps preserve your savings. List below your foundational assets:

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Step 2: Liquidity

The right side of the triangle represents liquidity and includes things such as cash, bank accounts, treasuries, money market accounts, & CD’s. These assets allow you to adjust to changing circumstances quickly and easily. They give you the flexibility to purchase more insurance assets, more growth and income assets, pay bills, or purchase household items or food if the situation calls for it. This leg gives you the versatility and ability to move in response to market changes, whatever their nature. List below your liquidity assets:

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Step 3: Growth & Income

The third leg of the triangle represents investments such as stocks, bonds, annuities, or other investments that would not normally be kept in cash or gold. This side of the triangle generally carries the greatest risk and offers the possibility of the greatest rewards. In a bubble economy, that often ends up an all-or-nothing scenario, or – more accurately in most cases – an all-and-nothing scenario where investors ride the wave up to its crest and then down to its crash on the beach, unable to sell in a falling market. List below your growth & income assets:

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Step 4: Review

Review what you’ve put above and determine if any leg of your triangle is significantly larger than required by market conditions. This gives you the information you need to reallocate to the proper legs of the triangle at the right time.

Get Your Complimentary Review Today

Talk to us right now to get personalized recommendations based on your portfolio. McAlvany ICA Advisors will give you expert recommendations based on today’s market with practical steps to take right away. Schedule your consultation call 1-800-525-9556

Download your market readiness worksheet in PDF form below.

MARKET READINESS WORKSHEET

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Market Readiness Worksheet

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