Monthly Archives: January 2022

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Episode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck Etzweiler



How do you know whether your portfolio is doing well? Is it helping to achieve your long-term investing goals?

Mark Pearson is back with Chuck Etzweiler for part four of the Knowing What You Own and Why You Own It miniseries. In this episode, Mark and Chuck put the Nepsis portfolio to the test by examining diversification and why asset allocation could avoid over diversification. Plus, why tech, energy, and health care businesses do well in inflationary periods.

Mark and Chuck discuss: 

  • Why asset allocation is a component of diversification
  • What constraint means
  • How to know if your portfolio is doing well
  • Why tech, energy, and health care businesses do well in inflationary periods
  • And more

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Episode 71. Four Keys To Successful Investing, Strategy



Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson continues with part two of the successful investing mini-series, focusing on strategy. Mark lays out fundamentals of the Nepsis investment strategy, and explains their top down perspective. He also details their buy and sell strategy, plus the four sell disciplines. 

Mark discusses: 

  • The fundamentals of the Nepsis investment strategy
  • The buy and sell strategy 
  • The four sell disciplines 
  • Why your financial services professional should know the largest holding in your portfolio
  • And more

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