Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)

Ask a question or send feedbackIn this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them. David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out". They discuss the importance of diversification and how most of the effort that goes into curating the perfect portfolio is unnecessary. (0:00 - 5:00) Welcome and wins of the week(5:00 - 11:50) Understanding the share market system(11:50 - 19:00) Funding your financial plan(19:00 - 25:30) The importance of diversification and asset classes(25:30 - 36:00) Company size, value and profitability that impact returnsThe Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.