📉 My investment is down - now what? (bonus)

You bought your first share or ETF in 2022, and now it’s down 30% 📉

You’re wondering if you made a mistake.

Did you buy the wrong thing, buy it at the wrong time or just stuff up with investing in the first place…

Do you sell? Buy more? Decide to hold? Or avoid thinking about it?

In today’s conversation Kate & Owen unpack some ways to think about an upside down investment, and some strategies to decide whether you stay the course, buy more or take the loss.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

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