Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency

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, Inc, 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