In this episode Mark asks listeners to think about why they own what they do in their portfolios. f your positions don’t have a reason or purpose within your portfolio that could affect your overall goals and plan. Not only do investors not know what they own and why, but they don’t know how it correlates to reaching their plan. He also discusses what should you be doing if you are worried about the election and your investment portfolio. Finally, he talks about strategic cost averaging and modern portfolio theory.

October 25, 2016