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Monday, October 12, 2009
Dan Caplinger :: Townhall.com Columnist
This Risk Will Come Back to Bite You
by Dan Caplinger
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Anybody can invest all their money in stocks. It's a lot harder, though, to keepall that money invested through the ups and downsthat the stock market will throw at you over the years.

Those concerns lead most investors to adjust their portfolios to control their risk. But how can you be sure that the amount of risk you're taking is appropriate for you? Trying to gauge risk tolerance has challenged investors and financial advisors alike for decades.

The old risk questionnaire
If you've ever dealt with a financial advisor, you're probably familiar with the fabled risk questionnaire. They're often only a single page long, with a range of hypothetical questions that supposedly tell you how willing you are to put your money at risk.

Too often, though, such questionnaires give an inaccurate reading of just how much risk you can endure. A study from a recent issue of Moneydiscussed how big a disconnect there is between the amount of risk many people think they should take versus what they can handle emotionallyduring down markets.

In particular, many advisors will recommend that younger investors put most of their money into the stock market. Yet according to a research company cited in the article, FinaMetrica, very few investors -- just 7% -- are equipped to deal with the volatility that results from having as much as 75% of their portfolio invested in stocks. Just one in 100 investors can handle an 87% stock exposure.

Lots of different risks
Another problem with assessing risk is that there are so many different types of risk that investors face. Although most people focus on overall prospective losses, there are other twists on the concept of risk that you might not immediately consider.

For instance, missing out on gains can be even more damaging than incurring big losses. Part of the reason for taking big risks in stocks is to reap potentially huge profitswhen you choose wisely.

Some people, though, can stomach risk on the downside but like to take profits early. That particular type of risk aversion can turn speculative investmentslike the ones many investors took in stocks like Ford Motor (NYSE: F), MGM Mirage (NYSE: MGM), and Bank of America (NYSE: BAC) into losing propositions: You still risk your whole investment, but you reap only 50% or 100% gains, rather than the four- and five-baggers you would have gotten if you'd stuck with those stocks throughout the rally.

Lacking conviction
In addition, even when you make good investment choices, they don't always reward you immediately. For instance, if you had bought the following stocks a year ago, you would have been sitting on some serious lossesby early March. If you weren't prepared for such losses, you might have dumped your shares. Yet just look at the gains you would have missed by selling at what would eventually prove to be exactly the wrong time:

Stock

Loss From 10/9/2008 to 3/9/2009

Gain From 3/9/2009 to 10/9/2009

Whole Foods Market (Nasdaq: WFMI)

(21.8%)

169.3%

Lowe's Companies (NYSE: LOW)

(24.4%)

54.4%

Bed Bath & Beyond

(25.3%)

88.6% Continued...

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About The Author

Dan Caplinger is a contract writer for The Motley Fool.

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