Maven Invest Portfolios

Investing is simple but certainly not easy. 

Screen Shot 2018-02-26 at 14.43.12.png
Screen Shot 2017-10-27 at 11.06.08.png
Screen Shot 2017-10-27 at 11.06.19.png




KIIDS (Investment Fund Information Documents)


Investment Lifeboat Drills
S&P500 - Peak to Trough

We have chosen to use the S&P500 to reflect market volatility as it's the largest stock market in the world. 

Bear markets cannot be timed or anticipated, they're in effect random. What we can plan against is our reaction to them, which will be to do nothing and ride them out, the only 'strategy' that historically would have worked.

Dates of Market Peak Dates of Market Trough %
Return
Duration Market Peak Market Trough
05/46 06/49 -30% 36.5 Months 19.3 13.6
08/56 10/57 -22% 14.5 Months 49.7 39.0
12/61 06/62 -28% 6.5 Months 72.6 52.3
02/66 10/66 -22% 8.0 Months 94.1 73.2
11/68 05/70 -36% 18.0 Months 108.4 69.3
01/73 10/74 -48% 20.5 Months 120.2 62.3
09/76 03/78 -19% 17.5 Months 107.8 86.9
11/80 08/82 -27% 20.5 Months 140.5 102.4
08/87 12/87 -34% 4.0 Months 336.8 223.9
07/90 10/90 -20% 3.0 Months 369.0 295.5
07/98 08/98 -19% 1.5 Months 1186.8 957.3
03/00 10/02 -49% 30.5 Months 1527.5 776.7
10/07 03/09 -57% 17.0 Months 1565.1 676.5

S&P 500 price at the end of 2017 - 2673
There's no such thing as an average bear market
Average duration = 15 months
Peak to trough and back approx 40 months
Average decline = -31%

 

Screen Shot 2017-10-31 at 06.42.34.png