FPF 163 - When to find the largest investment gains

16/10/2025 2 min
FPF 163 - When to find the largest investment gains

Listen "FPF 163 - When to find the largest investment gains"

Episode Synopsis

Jerry Davidse discusses the importance of investing during market downturns, highlighting the significant gains following major market bottoms. He emphasizes the need for a pre-planned strategy to capitalize on rebounds and maintain investment discipline.TakeawaysThe biggest investment gains often come when it feels the worst.S&P 500's major market bottoms were followed by powerful rebounds.Average 17.2% return in 30 days after market bottoms.47% average return over 12 months from market lows.Don't wait for calm; markets surge before headlines normalize.Selling during declines risks missing return bursts.Have a plan before the market storm starts.Rebalance portfolio and add stocks during declines.Keep a multi-year reserve of bonds and cash.Complete tax loss swaps for better after-tax returns.#investment #market rebounds #strategy #portfolio#taxlossswaps--------Connect With Jerry: Jerry Davidse, CFP®CEO, Presilium Private WealthEmail: [email protected]: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio--------This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.