Description

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People are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified strategy. We dissect the two strategies in this episode of The Capitalist Investor. Don’t miss it! 

Outline of This Episode

• [0:30] Pimping your performance
• [4:45] Outperformance in a diversified strategy
• [7:10] Catherine Wood of ARK Invest
• [11:32] The right risk concentration
• [12:14] Cheer on the success of others
• [15:07] There is a place for thematic strategies

Resources & People Mentioned

• Catherine Wood

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at info@SWPConnect.com 

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