A barbell investment strategy combines high quality dividend payers and high quality growth names equally and can be a valuable approach in really any type of environment.  Barbell strategies typically outperform during volatile periods and limit losses during market declines, but they also provide one more thing:  an attractive longer-term return and risk profile relative to the overall market.

Here’s how to approach this with your advisor:

Equity investments are used with high quality dividend paying stocks on the “defensive” side of the barbell and then high quality growth exposure stocks are on the “aggressive” side of your portfolio.

One of the most attractive attributes of a barbell strategy, from a historical performance perspective, is the ability to limit losses during market declines, yet also participating in the upside during periods of market strength.