The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls. Share | Related Content It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.