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
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
Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson begins a new mini-series discussing the four keys to successful investing, beginning with philosophy. Mark explains the investing philosophy of Nepsis, and the commitment to achieving long-term investment goals. Plus, how the stock market is similar to a farmer’s market, and why the stock market is the greatest tool to bring buyers and sellers of businesses together.
Mark discusses:
The Nepsis investing philosophy
Why the stock market is the greatest tool to bring buyers and sellers of businesses together
Why investors should think like business owners who own the market
Looking at the stock market as a market, and not an investment
Should you be thinking about inflation? How does inflation affect your buying decisions and your long-term financial goals?
In this episode, Mark Pearson tackles inflation and its growing presence on the market. Mark explains why you should be thinking about inflation and how it affects investors’ emotional decisions. Finding clarity with inflation is so powerful, it can help you stay on track towards your long-term financial goals.
Mark discusses:
Should inflation play a part in long term investing and asset allocation
How buying power is more important than the actual rate of return
What sectors benefit from inflation, and why it may be worth having asset allocation in those areas
Why no one is talking about inflation and how it may affect a client’s long-term goals
Clarity in the financial service business is innovative. Why? Because people don’t think about clarity or the power of clarity.
In this episode, Mark Pearson looks at innovation in the financial services business. Mark explains how the financial services business can have clarity, and why clarity will prove to be innovative. He also voices his displeasure for modern portfolio theory and how it has affected the financial services business.
Mark discusses:
Why clarity in the financial services business is innovative
The power of clarity
How modern portfolio theory has affected the financial services business
Investing with clarity is all about mastering the 3 Cs: Confidence, Conviction, and Consistency.
In part three of this five-part miniseries, Mark Pearson is back with Chuck Etzweiler, senior vice president of Nepsis®, to challenge different investment dogmas that distract most investors from their long-term financial goals. They also share Nepsis’s unconventional, but powerful, investment approach to help you invest with clarity®.
Mark Pearson and Chuck Etzweiler discuss:
How to avoid “over-diversification” of an investment portfolio
Why you should not overly fixate on benchmarks to measure performance
The incredible flexibility that separately managed accounts (SMAs) can provide
Tips to overcome the four key barriers to investing with conviction and clarity
Chuck Etzweiler is Nepsis’ senior vice president of research. With over three decades of investment industry experience, Chuck oversees the firm’s ongoing research activities, much of which helps advisors and clients truly understand Nepsis’ philosophy and strategy.
Prior to joining Nepsis®, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.
Fear is the antithesis of clarity. An emotion that one should not have in the investment process.
In part two of this five-part miniseries, Mark Pearson speaks with Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors and business owners understand the emotion of fear and how to overcome it with optimal clarity.
Mark Pearson and Chuck Etzweiler discuss:
The two components of fear
How to eradicate or overcome fear
The Hopes and Fears: the Conflicting Effects of Risk Ambiguity Study
The three components of a successful business owner when investing
Chuck Etzweiler is Nepsis’ senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm’s ongoing research activities, much of which helps advisors and clients truly understand Nepsis’ philosophy and strategy.
Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.
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
Chuck Etzweiler is Nepsis’ senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm’s ongoing research activities, much of which helps advisors and clients truly understand Nepsis’ philosophy and strategy.
Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.
In this episode, Mark Pearson explores the concept of value, sharing his thoughts and educating us on the two distinct meanings of value and how they apply and impact our economy.
In this episode, you’ll learn:
The two different meanings of value
Why we are seeing a dichotomy between performance and the NASDAQ
The difference between cyclical shifts and secular shifts in the market
Why is V.A.L.U.E the Nepsis theme for 2021, and what does it represent
And more!
Tune in now to learn more from Mark on attacking the idea of value!
Will the modern portfolio theory fail present-day investors?
Find out in this episode as Mark Pearson explains the foundations of the modern portfolio theory (MPT) and why much of what he believes conflicts with the majority of investors!
In this episode, you’ll learn:
The definition of modern portfolio theory
Why you want to have an asset allocated portfolio with growth and value stocks
Why bonds are not good investments
Why volatility is not risk
And more!
Tune in now to hear Mark explain how the modern portfolio theory clouds clarity.
