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There is mounting concern about geopolitics, interest rates, the economy and the length of the current market expansion. A long-term view can help to put things in perspective and perhaps relieve some anxiety.
Most investors end up with over-diversified portfolios that are costly and deliver poor performance. The typical asset allocation model and subsequent investment in a group of diversified funds often results in a portfolio of “Global Mush” with literally thousands of tiny positions.
Recently, the markets have gotten a lot noisier with the return of volatility and amplified rhetoric around trade concerns and monetary policy. They are not likely to get any quieter with the midterm elections just around the corner. For the average investor it can be overwhelming and hard to know when to be concerned and when to tune out the noise. The market dashboard below shows that, while things may be noisy, there is no indication of an impending economic or market meltdown.
While stocks deliver unpredictable returns in the short-run, stocks are the least risky choice to build wealth over longer time periods. As the investment horizon increases, loss of purchasing power becomes the main risk.
Concentrated equity portfolio managed with a unique combination of traditional value and behavioral approaches.
High-dividend equity portfolio managed with a unique behavioral approach.
ETF managed portfolio designed to invest in the right market at the right time.
“Best of Athena” diversified equity portfolio managed with a unique behavioral investment approach.
AthenaInvest Advisors LLC5340 South Quebec Street, Suite 365-NGreenwood Village, CO 80111
Phone: (877) 430-5675Fax: (303) 721-6294Email: firstname.lastname@example.org