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How to Protect Your Portfolio While the Market is at an All-Time High


Show Description

Right now, the markets are at all-time highs. However, when we ask, “How are the markets doing?” we’re often referring to a very small subset of the overall market. Very few people who say the markets are doing well are thinking about not just the U.S. stock market, but the bond market or international markets of any kind.

Furthermore, with markets at an all-time high, we want to talk about what you can do to prepare for the inevitable decline - or recession - and the best things you can do to prevent it from damaging your overall financial health. In today’s episode, we dive into all of this and more.

In today’s conversation, here’s what you’ll learn:

  • What a P/E ratio is, how to determine if a company is expensive given the earnings it has, and why fairly priced stocks tend to outperform less-value stocks with higher P/E ratios over time.
  • Why so many portfolios are weighted toward large-cap, US stocks - and how diversifying can help de-risk and add return to your portfolio.
  • Why we always remember the good investments, but not bad ones - and why it's irresponsible to manage money by putting everything in a single stock, or even a single sector.
  • How to peel back your portfolio to assess where your risks really are.
  • How to possibly lower costs for your entire company’s 401(k) - and why we’re excited for the future of target date funds.
  • The reason so many pension plans went broke - and how to build a sizeable, sustainable portfolio (without buying annuities).

P.S.: Right now, we’re offering our $100 Portfolio Challenge. It’s like a physical for your portfolio; we’ll look at the bonds and stocks you own, your overall asset allocation, goals and objectives, and exposure to volatility - as well as how we can improve it. If we can't, we'll send you a $100 gift card. If you’d like to schedule your Portfolio Challenge, contact us today at []!

Interview Resources

Smart Index 401(k)

118 - Transcript - How to Protect Your Portfolio While the Market is at an All-Time High.docx

The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Labrum Wealth Management/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.


There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.


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