{{upcoming-events}}
In this episode, I take you through the ins and outs of equity investment, peeling back the layers of complexity to reveal a clear, tax-efficient strategy that can grow your wealth with ease.
We talk about the power of global all cap portfolios and how they might just be the one-fund solution you’ve been looking for. Together, we’ll explore why market timing and security selection might not be the keys to investment success that they’re often made out to be.
I’ll share with you my personal journey towards embracing a portfolio that’s not only simple to manage but also aligns with my belief in responsible investment. I’m also excited to dive into the heart of our ongoing series ‘Versus the Gathering Darkness’ in Part Eight, where we tackle the psychological hurdles to investing and celebrate the forward- thinkers who ensure our money is never idle.
This episode isn’t just about understanding the ‘what’ and ‘how’ of investing in great companies globally—it’s also about the ‘why’. It’s about adopting an investment mindset that moves beyond the individual to consider our collective impact on society and the environment.
So join me, and let’s journey together towards a future where our financial decisions help build a more prosperous and ethical world.
📺 Watch on YouTube
Key Takeaways
00:00 Mindful Money Management for More Life
09:12 Low-Cost All Cap Index Investing
Tweetable Quotes
“If you understand that market timing and security selection cannot add value over time and are more likely to reduce performance, then one global all-cap portfolio could, and perhaps should, make up your entire equity portfolio.”
“Performance favors indexing. At the same time, quality of life—lower stress, fewer decisions, less regret—also favors indexing.”
“There are no facts about the future. We do not know what is coming next, and even if we did, we could not predict how markets would react.”
Mindful Money Resources
{{mindful-money-links}}
{{snippet-1}}
