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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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