this post was submitted on 09 Apr 2026
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Better rush right now, otherwise.... (lemmy.zip)
submitted 3 months ago by roserose56@lemmy.zip to c/whitepeopletwitter@sh.itjust.works
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[–] partial_accumen@lemmy.world 19 points 3 months ago* (last edited 3 months ago) (1 children)

It’s not a bad question, though. There are strategies to protect your portfolio from economic downturns.

It could be a bad question (from the client). If they are invested for higher growth, that comes with risk. If they're looking at the their portfolio, seeing a 3% drop in value, and then asking for change it tells me they don't have the right risk tolerance for the investments they have. This may mean either the broker didn't listen to the client when the client told them their risk tolerance, or the client lied with how much risk tolerance they had.

[–] village604@adultswim.fan 15 points 3 months ago

Or the client is reassessing their risk tolerance.