Knowing What You Own and Why You Own It

Knowing what you own and why you own it is an ideal that helps investors to avoid acting emotionally and irrationally. 

You don’t have to get deep into the weeds to grasp what you own and why you own it, but there is a framework to use and understand. There are also psychological components to investing with clarity that revolve around understanding what you own and why you own it.

In this five-part miniseries, Mark Pearson is joined by returning guest Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors understand that while knowing what you own and why you own it is important, understanding the behavioural characteristics of an investor is equally important. And that at the end of the day, it is always process before progress. 

Mark Pearson and Chuck Etzweiler discuss: : 

  • The significance of the DALBAR Quantitative Analysis of Investor Behavior (QAIB) research study, and how investors may incorporate some of these variables into their daily life and portfolio.
  • The Four Step Claritology Process
  • The importance of investing like a business owner and not a gambler
  • The four key principles to Investing Like a Pro
  • And more

Related: The Cloud Around the Modern Portfolio Theory