Portfolios Seek Compound Growth while Managing Downside Risk
DRA portfolios are structured more conservatively to help protect capital in the event of a down market. By pursuing capital protection when the market is down and participation when the market is up, these portfolios seek to meet risk-aware investors’ goals and avoid losing money.
If your portfolio needs to recover a loss,it's not compounding wealth - it's just playing catch up. Sometimes it's bestto "win" by not losing
How Does this Adaptive Approach Work?
Strict discipline to downside risk management focuses in on probability of loss, rather than volatility. In other words, portfolios are designed to grow assets and smooth out the ride.
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*Biblically Responsible Investing (BRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the selection of investments available will be smaller.