{"id":992,"date":"2022-03-21T17:18:00","date_gmt":"2022-03-21T21:18:00","guid":{"rendered":"https:\/\/www.bellvest.ca\/family-wealth-peterborough\/resources\/strategies-to-protect-your-portfolio\/"},"modified":"2025-06-25T10:44:12","modified_gmt":"2025-06-25T14:44:12","slug":"strategies-to-protect-your-portfolio","status":"publish","type":"resources","link":"https:\/\/www.bellvest.ca\/family-wealth-peterborough\/resources\/strategies-to-protect-your-portfolio\/","title":{"rendered":"Ukraine-Russia War: Strategies to protect your portfolio"},"content":{"rendered":"<h3 style=\"\"><span style=\"\">Russia\u2019s <a href=\"https:\/\/edition.cnn.com\/europe\/live-news\/ukraine-russia-news-02-24-22-intl\/index.html\">invasion<\/a> of Ukraine has heightened <a href=\"https:\/\/www.jpmorgan.com\/insights\/research\/russia-ukraine-crisis-market-impact\">volatility<\/a> in stocks, bonds, commodities and currencies. While it\u2019s important for investors to assess the economic impact and potential for future disruptions, it\u2019s also critical to assess the situation from a rational and long-term perspective, no matter how hard it may seem today. <\/span><\/h3>\n<p><span style=\"\">In this blog, we\u2019ll walk you through how a diversification strategy can protect your portfolio against current market volatility, showcasing examples embedded in various existing <a href=\"https:\/\/www.bellvest.ca\/\">Bellwether<\/a> portfolios. <\/span><\/p>\n<hr>\n<p><span style=\"\"><!--more--><span style=\"\"><\/span><\/span><span style=\"\"><\/span><\/p>\n<p style=\"text-align: justify;\"><span>First, some uplifting news. An <a href=\"https:\/\/financialpost.com\/pmn\/business-pmn\/as-markets-churn-over-russia-ukraine-conflict-history-shows-fleeting-impact\"><span style=\"color: #1155cc;\">analysis<\/span><\/a> of 12 past geopolitical events, including the 2003 Iraq War, 1979 Iranian hostage crisis and 1962 Cuban missile crisis, revealed that the S&amp;P 500 was higher a year after those events nine of 12 times, with an average gain of 9%. Similarly, the S&amp;P 500 index gained over 4,000% since 1980 and since its <a href=\"https:\/\/www.investopedia.com\/ask\/answers\/041015\/what-history-sp-500.asp\"><span style=\"color: #1155cc;\">inception<\/span><\/a> in 1957, the inflation-adjusted, historical average annual return for the S&amp;P 500 stands at <a href=\"https:\/\/www.investopedia.com\/ask\/answers\/042415\/what-average-annual-return-sp-500.asp\"><span style=\"color: #1155cc;\">7%<\/span><\/a>. Therefore, unless there\u2019s a recession looming in the background, it\u2019s clear that geopolitical events tend to have a short-term <a href=\"https:\/\/financialpost.com\/investing\/a-little-portfolio-protection-just-in-case-russia-ever-does-invade-ukraine\"><span style=\"color: #1155cc;\">impact<\/span><\/a> on the markets. <\/span><\/p>\n<p style=\"text-align: justify;\"><span>&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span>There are several steps portfolio managers take to protect portfolios from risk. For instance, <a href=\"https:\/\/www.bellvest.ca\/\"><span style=\"color: #1155cc;\">Bellwether<\/span><\/a> clients continue to benefit from a built-in public and private market diversification strategy to cushion against market volatility. More specifically, we\u2019ve embedded a fixed-income allocation strategy that serves to cushion corresponding volatility in the equity markets. While our fixed-income strategy isn\u2019t risk-free, it\u2019s served us well during the volatility of the last few years. Moreover, as we anticipate a higher interest rate environment, we\u2019ve also increased our allocation to our Alternative Income fund, siphoning funds out of the public markets and deploying them into private lending strategies. This provides further protection to the fixed income portion of portfolios and higher yield. Furthermore, we\u2019ve increased our allocation to Canadian equities, including Canadian banks and energy companies, which are not only trading at lower valuations (and offer higher dividend yields) relative to their US peers, but we also believe the <a href=\"https:\/\/www.investopedia.com\/terms\/b\/bigfivebanks.asp\"><span style=\"color: #1155cc;\">Big Five<\/span><\/a> banks will continue to benefit from various upsides, including rising interest rates and rising oil prices. To achieve even greater diversification, we increased our allocation to our Global Real estate and Infrastructure fund late in 2021, due to opportunities in this asset class and lower volatility associated with our private investments. <\/span><\/p>\n<p style=\"text-align: justify;\"><span>&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span>Crucially, we advise against liquidating assets and holding cash for several reasons (also known as market timing). Take note that inflation and rising interest rates will only chip away at your purchasing power over time, making it more important to preserve and grow your hard-earned money in a diversified investment portfolio.<\/span><\/p>\n<p style=\"text-align: justify;\"><span>&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span>In light of our robust, proven diversification strategy, our message is simple: Don\u2019t panic. Whether you\u2019re a short-term or long-term investor, schedule a discussion with one of our <a href=\"https:\/\/www.bellvest.ca\/find-a-financial-advisor\/\" rel=\"noopener\">Family Wealth Advisors<\/a> and ask questions to further understand the steps we\u2019ve taken to protect portfolios from volatility and market uncertainty. <\/span><\/p>\n<p style=\"text-align: justify;\"><span>&nbsp;<\/span><\/p>\n<p style=\"text-align: justify; font-weight: bold;\">If you have any questions about your investments or would like to schedule a discussion to learn more about the impact of the current geopolitical climate on your portfolio, please <a href=\"https:\/\/www.bellvest.ca\/contact-us\/\"><span style=\"color: #1155cc;\">contact us<\/span><\/a>. Understandably, war is a challenging time for all. Our trusted Bellwether Family Wealth Advisors are here to support you and answer your investment-related and financial planning questions.<\/p>\n<p style=\"text-align: justify;\"><span>&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\">&nbsp;<\/p>\n","protected":false},"featured_media":172,"template":"","resources-categories":[20],"resources-type":[7],"class_list":["post-992","resources","type-resources","status-publish","has-post-thumbnail","hentry","resources-categories-wealth-planning","resources-type-blog-post"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Ukraine-Russia War: Strategies to protect your portfolio - Weichel &amp; Associates - Bellwether Family Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bellvest.ca\/family-wealth-peterborough\/resources\/strategies-to-protect-your-portfolio\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ukraine-Russia War: Strategies to protect your portfolio\" \/>\n<meta property=\"og:description\" content=\"Russia\u2019s invasion of Ukraine has heightened volatility in stocks, bonds, commodities and currencies. 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