Jonathan Wellum, an experienced investment advisor and portfolio manager, shares practical guidance for 10–20% market drops. He stresses emotional discipline and valuation-focused thinking. Topics include behavioral traps and FOMO, smart asset allocation and cash reserves, and why patient, low-turnover strategies often win during volatility.
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volunteer_activism ADVICE
Maintain Emotional Discipline
Control your emotional temperament during drawdowns and remind yourself why you invested in the first place.
Jonathan Wellum recommends advisors hold clients' hands, talk them down for 10–15 minutes, and reinforce long-term goals to avoid panic selling.
insights INSIGHT
Price Drops Can Lower Investment Risk
Focus on valuation: a big price drop often makes a business a better long-term buy if fundamentals are unchanged.
Wellum cites Buffett: volatility is not risk; risk is permanent business deterioration, so lower prices can reduce risk.
volunteer_activism ADVICE
Use Allocation To Stay Opportunistic
Revisit asset allocation and keep cash for short-term needs and opportunistic buying when quality names fall.
Wellum says they held extra cash after expensive markets so they could lower book value by buying favorites on dips.
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💡 Worried about how your portfolio will hold up in the next 10–20% drawdown? Get a free portfolio review from Jonathan and the Rocklinc team: https://bit.ly/41bB6Cz
What should investors do when markets fall 10–20%… or more?
Jonathan Wellum breaks down the four critical strategies every investor and advisor needs during a market drawdown. From controlling emotional reactions to focusing on valuation, asset allocation, and long-term discipline, he explains why volatility isn’t the real risk and how downturns can actually create opportunity.
Drawing on lessons from Warren Buffett, Charlie Munger, and Peter Lynch, Wellum shows why most investors underperform during volatility and how to avoid costly mistakes driven by fear and FOMO.
💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g
💡 Drawdowns are inevitable—how you protect your portfolio matters. Buy physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH
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