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

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Mark Pearson, Nepsis
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Mark shares his passion for portfolio commitment to transparency and communication to bring clarity to your investments.