When the Market’s Up, Risk Hides: Is Your Portfolio Too Aggressive?

This episode explains why risk tolerance often reveals itself only when markets fall, not when they soar. Hosts Rob Cavaglio and Trevor Bell discuss how emotional bias and hot sectors like tech and AI can make portfolios riskier than investors realize, and why a proper risk-tolerance questionnaire (scored 1–99) matters.

Using a real example, they show how a misaligned portfolio can turn a moderate loss into a catastrophic one, and offer practical steps: take a comprehensive risk assessment, realign allocations (stocks vs. bonds), diversify, and work with a financial planner to manage both investments and emotions.

 

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