My Recession Playbook
Today’s post looks at the potential impact of a recession or market crash on my portfolio, and what I might do about it. Let’s take a look at my recession playbook.
Factors / Crisis Alpha / Market Timing
by Mike Rawson · Published August 15, 2019 · Last modified March 2, 2026
Today’s post looks at the potential impact of a recession or market crash on my portfolio, and what I might do about it. Let’s take a look at my recession playbook.
Defensive / Mike's portfolio / Crisis Alpha
by Mike Rawson · Published December 11, 2017 · Last modified May 14, 2020
Today’s post is a look at the steps you can take to protect your portfolio against a possible downturn.
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Opportunity is missed by most people because it is dressed in overalls and looks like work.
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