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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 Jul 12, 2023
Wednesday Jul 12, 2023
Do you need clarification about the indexing conundrum?
The concept of indexing raises intriguing questions and challenges in today's dynamic market.
Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio is going up or down and discuss the difference between market cap-weighted and equally weighted indexes, highlighting the potential risks of benchmarking portfolios to indexes over shorter periods.
Mark and Chuck discuss:
- the power of transparency and flexibility in investing
- why buying businesses at a historical discount can lead to long-term success
- Why clarity overrides the conundrum
- valuable insights for your investment journey
- And more
Connect With Chuck Etzweiler:
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