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Welcome to ’It’s All About Clarity®’ the go to podcast for bringing clarity to your financial journey. Join Mark Pearson and the Nepsis team as they share insights to portfolio management, tax strategy and more. Whether you’re interested in investing, retiring, giving, saving, advising or tax planning here ”It’s All About Clarity®’!
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Wednesday Jun 12, 2019
Wednesday Jun 12, 2019
Who wouldn’t love to know how to invest like a professional? But in this case, PRO doesn’t stand for professional; it’s an acronym that defines a much different approach to the investing process.
In this episode, Mark Pearson begins a mini-series, explaining the “P” in the PRO acronym with four simple steps: portfolio holdings, price swings, predictions, and performance.
In this episode, you will learn:
- The importance of knowing what you own and why you own it, especially when it comes to judging volatility
- Why volatility shouldn’t be a bad thing if you are investing with clarity
- How investors view and compare performance in the scope of the portfolio
- Why it’s important to understand that you own a business, you don’t just invest in the stock market
- And more!
Tune in for the first part of a three-part series about learning to invest like a PRO!
Resources: Nepsis
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