Broker Check
2029 Riverside Drive
Suite 101
Columbus, OH 43221
(614) 486-4500

Portfolio Losses

If your portfolio suffered the below losses over a one year period, would you have time to make up these losses?

Percentage Lost in Portfolio Gain Required to Break Even

-20%+25%
-30%+43%
-40%+66%
-50%+100%
-60%+150%

Long-term investment success is improved by avoiding large losses during the inevitable declines that all markets experience.