An extended period of stability may encourage you to think your portfolio is bullet-proof, but cyclicality shows that when things feel most stable is often when they’re most vulnerable.  This is the time to perform a portfolio stress test.  These are the six steps

  • Figure out how much stock exposure you have
  • Remember how you behaved in 2008-2009
  • Figure out what kind of stock exposure you have
  • Check your credit risk
  • Check your interest-rate risk
  • Stress test your adviser too


Happy Investing!!

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Gary Kapanowski – Lean Six Sigma Master Black Belt – Excelsior

The following blog is the opinion of Gary Kapanowski and  It is the sole intent to broadcast this opinion from Gary Kapanowski and exclusively and not to reflect on any other institutions or organizations associated with Gary Kapanowski or

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