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Strategie

What to Do When the Market Falls 20, 30, 40%

6 min readCompound

Key takeaways

When the market falls by tens of percent, the right action depends on a single thing: whether you prepared in advance. If you did, you have a clear plan. If not, the first step is to stop — and not take hasty action.

Step 1: check your cash reserve

Do you have 3–6 months of expenses in cash outside your portfolio? If yes, you are not under pressure to sell. If not, this is the first thing to fix before making any further ETF purchases. More in the article on strategies for downturns.

Step 2: check your horizon and allocation

Are you investing money you will not need for at least 5 years? Then a downturn is not a problem — it is a temporary paper state. If you need the money in 1–2 years, the downturn has revealed a poor allocation, not a poor market. The solution is a gradual reduction of equity exposure, not a panic sell-off all at once.

Rule: a market downturn tests portfolio settings, not the investor. If a downturn hurts you a lot, the allocation was too aggressive for your actual horizon and risk tolerance.

Step 3: do not check the portfolio daily

Looking at a red number every day activates an emotional response. Research shows that investors who check their portfolio less than once a month make fewer bad decisions. Turn off notifications, close the app.

Step 4: consider buying more (not speculating on the bottom)

If you have free cash and a long horizon, a downturn is a discount. Buy more — but do not try to hit the exact minimum. Nobody can do that; see why market timing does not work. Add a one-off payment on top of your regular DCA investment.

What never to do

FAQ

Should I sell my ETF when the market is down 30%?

Almost never. Selling converts a temporary paper loss into a permanent real one. The exception is when you genuinely need the money in the short term — but that reveals a poor allocation, not a poor market.

When is the right time to buy more during a downturn?

Whenever you have free cash and a horizon of at least 5 years. Do not try to hit the exact minimum — nobody can do that. Add a one-off contribution on top of your regular investment and continue with DCA.

How do you know when a downturn is over?

You typically only know in hindsight. That is why a strategy must not depend on correctly timing the exit or re-entry. Buy and hold and DCA work regardless of where the bottom is.

What if I am losing sleep over a downturn?

Check your allocation — it is probably too aggressive for your actual risk tolerance. Reducing equity exposure is a legitimate choice, but do it gradually, not in a panic.

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