The Invest With Clarity's Podcast
Episode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck Etzweiler
How do you know whether your portfolio is doing well? Is it helping to achieve your long-term investing goals?
Mark Pearson is back with Chuck Etzweiler for part four of the Knowing What You Own and Why You Own It miniseries. In this episode, Mark and Chuck put the Nepsis portfolio to the test by examining diversification and why asset allocation could avoid over diversification. Plus, why tech, energy, and health care businesses do well in inflationary periods.
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