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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®’!
Episodes
Wednesday Jan 05, 2022
Wednesday Jan 05, 2022
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
- And more
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