War in Iran, Strait of Hormuz Disruptions, and What It Means for Your Portfolio

In this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets have reacted so far. He shares year-to-date performance data (as of early April) showing the S&P 500 down approximately 1%, while certain small cap value strategies have performed stronger.

Joe reviews how diversified, allocation-based portfolios, with significant exposure to small and value stocks, have held up during this period of uncertainty. He emphasizes that past performance does not guarantee future results and that no one can predict how markets or conflicts will unfold.

Key topics include:

• Historical market behavior during military conflicts
• The importance of long-term discipline and diversification
• Why emotional reactions to headlines can hurt investors

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com