The performance of the stock market this past year has been stellar, and 2011 is looking good thus far. But many of your clients are still shaking on the sidelines, which is typical behavior for small investors in prior post-recession bull markets. Rudy Aguilera has a possible solution for getting them back into the market.
Aguilera is chief investment officer and co-portfolio manager of the Ironclad Managed Risk Fund (IRONX), which promises a slightly better return than the S&P 500 with less volatility. "We looked at the motivation of investors when they buy risky assets," says Aguilera. "They want a big return down the road, but to get there they have to ride out all of the interim volatility. Investors can avoid a portion of that volatility by repositioning their portfolio and still, over the long term, get their desired rate of return."
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