Skip to content

Mobile Banking: Safe, Secure, Simple!
Download our mobile app today. Check out our step-by-step video instructions to get started. 

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

Get Started 863-222-7005

Diversification Saves in Down Markets

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer May 13, 2022
chart shows that the overall index is down 18% from all-time highs.

Contents

The Russell 3000 Index is made up of the largest 2,750 stocks in the United States.

This chart from A Wealth of Common Sense shows that the overall index is down 18% from all-time highs. But four out of five individual stocks are down more than that, and half are down more than 50%. And one in ten are down a whopping 90%!

Another good example of why diversification is important.  
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Previous
Which Estate Planning Documents Do I Need?
Next
Top Heavy = Top Losses

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.