VISIT SIERRA MUTUAL FUNDS
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VISIT SIERRA MUTUAL FUNDS
ACCESS YOUR ACCOUNT
VISIT SIERRA MUTUAL FUNDS
ACCESS YOUR ACCOUNT

Risk Matters: The Importance of Keeping Losses Small​


The investment rate of return necessary to recover the loss or get back on your growth track is larger than the loss.

If you’re close to retiring or already retired, losing 20% of your money can make it really hard to bounce back. It might take a long time to get back to where you started, and that could be tough. The new portfolio value of $80,000 puts significant pressure on the ability to grow and maintain risk parameters.

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The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, LLC.