Keywords: companies, investments, scorecard, stocks, market, process, financial, anomalies, screening, factors, technical, predictability, health, opportunity, talking, business, excess returns, universe, quality, higher, Wealthnet Investments, Louis Llanes
Podcast Mentions:
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Schedule a call and free portfolio review http://www.wealthnetinvestments.com
Welcome to today's podcast where we're going to talk about why having a process is important, specifically when it comes to managing an equity portfolio. This episode is for two types of listeners - those who entrust their investment decisions to us and want to understand how we create their portfolios, and those who prefer to make their own investment decisions. Recently, we've been refining our processes and we'd like to give you a high-level overview of what we do behind the scenes when building portfolios. We'll cover three main aspects - screening, assessing opportunities, and portfolio structure.
In a nutshell, having a process means having a routine and being disciplined. It's crucial to establish guidelines that will help you go through a checklist to ensure that you're investing your capital in areas that have the potential for excess returns. Do your research on stocks that look promising, but also consider all the factors that make a company valuable. Have guidelines on how much you're willing to invest in specific sectors or industries. By having a clear and consistent process, you'll be able to make informed investment decisions that can help you achieve your financial goals.
Roadmap to Fueling Your Best Life | Ep 87
Monte Carlo Simulations and Financial Planning | Ep 86
Use ”Mr. Market” to Your Advantage | Ep 85
Navigating Uncertainty | Ep 82
Clients We Refuse to Work With | Ep 81
Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Episode 80
Avoid These 5 Mistakes Before You Retire | Ep 79
Mastering Your Personal Economy | Episode 78
Conquering Market Flaws | Corey Hoffstein | Episode 77
Bull Speed or Yield Curve Ahead | Episode 75
Martin Pring On A Bull Market Outlook | Episode 74
Looking Beyond Market Theories | John Kosar CMT | Episode 73
Laurens Bensdorp on Trading in Any Market Condition | Episode 72
Investing In A Climate Of Change | Episode 71
All Weather Trader with the Market Wizard Tom Basso | Episode 70
Investing Outside The Stock Style Box | Episode 69
The Value of VWAP | Brian Shannon, CMT | Episode 68
Optimizing Returns | Dr. Wes Gray| Episode 67
Is the Big Bear Hibernation Over? | Episode 66
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast