Thursday, September 03, 2009
Dan Caplinger :: Townhall.com Columnist
Make These 4 Moves and Stay Panic-Free
by Dan Caplinger
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Whether you've made moneyor lost money over the past couple of years, the markets have taken just about everyone's finances on the roller-coaster ride of their lives. Now that the dust has settled somewhat, it's anyone's guess which way stocks and other investments will move next. Yet no matter whether stocks keep rallying or the bear market starts up again in earnest, you can take steps right now that will help you avoid panicking the next time the market starts dropping.

Where we've been and where we're going
It's hard to believe that it's only been a year since the worst of the financial crisis started to take root. Since then, we've seen some huge market extremes. We've suffered through horrific plunges that caused panic and fear. We've also seen a historic rally that bailed out many investors from the worst of their losses, and gave bottom-hunting opportunists the profit opportunity of a lifetime.

The lesson that investors have had drilled into their skulls is that stocks are risky. And while you may have seen your portfolio recover substantially over the past six months, you still might realize that you can't afford to bear that risk. If so, then now's a great time to make changes to your investments that will get your risk level under control.

Don't put all your eggs in one basket
When stocks perform well, it doesn't seem to matter much what you invest in. During the last bull market, the vast majority of stocks performed extremely well. Of course, some stocks did better than others, with Monsanto (NYSE: MON), GameStop (NYSE: GME), and Apple (Nasdaq: AAPL) all seeing their shares rise tenfold or more from the beginning of 2003 to the end of 2007. Yet nearly half of the current members of the S&P 500 saw their shares double during that period -- and the vast majority earned at least some gains.

Last year's losses, though, showed just how valuable a diversified portfoliocan be. Although some companies managed to post gains last year, many others -- even huge ones that many thought were completely safe -- saw their shares crash downward. Just look at these well-known names:

Stock

2008 Return

McDonald's (NYSE: MCD)

8.3%

Wal-Mart (NYSE: WMT)

19.9%

Boeing (NYSE: BA)

(49.4%)

Dow Chemical (NYSE: DOW)

(57.5%) Continued...

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About The Author

Dan Caplinger is a contract writer for The Motley Fool.

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