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Featured Advisor

Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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Conservative Investors: Avoid the Current Stock Market

Learn more about conservative investors’ attitudes toward the current stock market.

| BY Adriana Reyneri

Current stock market highs have helped investors recover losses suffered in the financial crisis, but that does not mean it’s a good time to invest in equities, say conservative investors surveyed by Spectrem’s Millionaire Corner in March.

Conservative investors tend to be individuals with short-term financial goals – such as saving for college or a down payment on a house - and older investors. As a group, they express higher levels of concern about events beyond their control and are reluctant to expose any of their assets to investment risk. In contrast, aggressive investors are willing to risk losing a substantial portion of their assets for potentially higher yields. Moderate investors – who make up more than half of Millionaires - are more comfortable striking a balance between preserving and growing their wealth.

Learn more about high-risk vs. low-risk investment products.

Conservative investors tend to take the dimmest view of the current stock market. Close to 37 percent say they are less confident than they have been in the past. Another 22 percent say they feel more confident, and 41 percent, about the same.

While conservative investors express declining confidence in the current stock market, moderate and aggressive investors are growing increasingly upbeat. More than 43 percent of self-described aggressive investors say they’re more confident, 23 percent less and roughly 33 percent, about the same.  Fifteen percent of aggressive investors indicate it’s a good time to buy stocks, though 23 percent would sell and 62 percent would hold.

What industry sectors do Millionaires favor this year?

Conservative investors are extremely unlikely to enter the current stock market. Only 4 percent think it’s a good time to buy, while 28 percent would sell and 68 percent, hold.