Built for Changing Tides
Losses and Gains Aren’t Mirror Images
A portfolio that falls 10% needs an 11% gain to recover. A 20% loss requires a 25% gain. And after a 50% decline, the portfolio must double just to return to where it started.
The deeper the loss, the steeper the climb back.
Risk is part of investing. The goal is not to avoid every market decline—that would require a crystal ball with a remarkably good track record. The goal is to understand the risks you are taking and build a portfolio that fits your timeline, goals, and ability to weather uncertainty.
At Olivia Wealth Management, we pair a diversified core portfolio with a rules-based dynamic strategy. By combining fundamental research with technical analysis, we aim to respond thoughtfully as market conditions change and help manage downside risk.
We call this our Core + Dynamic Rotation Strategy.
*Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or prevent losses during declining markets.