Monsters in your portfolio

by Jerry Wagner

Halloween is just around the corner. But at Flexible Plan Investments (FPI), we’re always searching for the monsters in your investment portfolio.

You could say that we are the “monster slayers” of the investment industry, actively seeking to keep the vampires, zombies, and werewolves of the investment world out of your account. While our portfolio managers strive to maximize returns, they are also focused on avoiding potential return-sucking fiends lurking in the shadows.

FPI is constantly analyzing market trends with the goal of shifting your money away from the potential danger spots identified by our proprietary investment software and into more attractive investments.

In contrast, traditional buy-and-hold investing is a little like the classic horror movie scene where the monster creeps up on the unsuspecting victim.

After all, you never know when big market downturns will strike, and it can take years to recover.

You don’t have to go into the dark alone

Meeting your investment goals requires action. Even kids know that knocking on the door of a dark, quiet house is less likely to produce as much candy on Halloween as a well-decorated, lively house with the front door wide open. Likewise, it may be harder to grow your nest egg if you take a more passive path.

Our methodology is focused on seeking out the potential monsters in your portfolio and replacing them with more “good guys.” Of course, not all monsters turn out to be real. But don’t you feel better having a professional monitoring your portfolio and using a disciplined approach to identify investment opportunities and manage potential risks?

Time is as precious to kids in costumes trying to fill their bags on Halloween night as it is to bigger folks looking to retire comfortably. Investing can result in a real “trick” if you have little investing background or lack a disciplined approach. In contrast, the “treat” of investing is the potential financial reward that can come from following a systematic investment methodology.