• Four Keys to Investing

  • Dalbar study: “nations leading investor study”

    • Investors sold some of their businesses

    • leaving them poorly positioned for the second half of the year

    • average investor was a net withdrawaler, but poor timing is what affected them most

    • the investors sold a bunch of their money in the past quarter

    • if they didn’t buy back in, they sold and missed out on the up swing!

  • short term thinking and comparing rates of return are never good for long term investments

  • investing is a combo of art and science 

  • people get emotional listening to headlines instead of bottom lines!

    • data given doesn’t have enough details of the facts and what numbers mean! what was the correction? why did it happen?

  • During this time Nepsis bought more in businesses for its clients and lowered cost basis

  • financial advisors are wealth managers, not portfolio managers

  • figure out your process, and understand it!

March 27, 2019