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Clera
Your Investment Advisor
My portfolio is down 3% today. What's happening?
Today's decline is part of a broader market correction driven by rising Treasury yields and tech sector rotation. Here's what's affecting your portfolio: • Technology (-4.2%): Rate sensitivity hitting growth stocks • Healthcare (+0.8%): Defensive rotation providing some offset • Your exposure: 62% in affected sectors Historical context: Similar 3% drops occur ~12 times per year. Since 1950, the market has recovered from every correction within 18 months on average. Your portfolio is designed for this. No action needed—but I can run a stress test if you'd like more clarity.
-3.0%
Today
+847%
Since 1980
See the difference Clera makes.
Compare your potential returns with Clera's personalized guidance versus the average investor.
Allocation
7-8% expected return
With Clera
Average Investor
Projections are hypothetical and for illustrative purposes only. Past performance does not guarantee future results. Average equity fund investor return: 4.05% over the past 3-year period. Source: DALBAR QAIB, 2023.
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