How to Improve Investment Performance
Updated: Sep 14
RL132 - How to improve investment performance
On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the benefits of being a disciplined investor. They break down the consequences of lacking investment discipline, the value of staying invested, and why you need to remove emotions from all your investment decisions.
[01:30] A Disciplined Approach to Investing
[04:26] Why You Must Avoid Emotional Investing
[07:45] Benefits of Having a Strict Investment Strategy
[11:30] Investment Flexibility and the Acceptance of Risk
[14:56] How Your Goals Keep You Disciplined
[18:56] The Consequences of Lacking Discipline When Investing
[23:10] The Scary Thing About Speculative Bets
[25:42] Market Volatility and the Value of Staying Invested
[28:47] The Reality of Investment Risk
[31:15] Self-Control is the Key to Keeping Emotional Investing at Bay
[33:00] Why Doing Nothing is Also an Investment Strategy
[35:10] Selling Equities in a Down Market
[36:33] Trust the Process: Volatility is Normal
[40:39] Parting Thoughts
For more links and the full show notes keep scrolling down!
Roshan Loungani can be reached at email@example.com or at 202-536-4468.
Erik Olson can be reached at firstname.lastname@example.org or 815-940-4652.
Adrian Nicholson can be reached at email@example.com or at 703-915-8905.
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Full Show Notes:
A Disciplined Approach to Investing
For the vast majority of investors, having discipline when investing is hard. Throw in social media and unlimited internet access, and it becomes even harder. Price movements and news are available everywhere, and all you need these days is an app to make investment changes within seconds. But here's the thing; successful investing requires discipline. You can't win unless you focus on long-term fundamentals and implement a systematic approach that removes emotions from investment decision-making.
If you want to develop a little more discipline, review your goals, have a strategy to achieve them, and then put strict measures in place that ensure you stick to the strategy. Yes, investing can be overwhelming but never let your emotions become a part of it.
The Benefits of Staying Invested
Global markets are experiencing a turbulent year. Recent months have not been easy for the average investor, with tragedy after tragedy affecting the markets. From inflation, the central bank policies, to the Ukraine war, investors seem to always have something to worry about. However, this is not reason enough to move your money. Yes, volatility isn't fun, but getting out of the market is not an option. If you're a long-term investor, it's probably the best time to stay invested. Investors who move often run the risk of missing periods of quality returns. Plus, investors are more likely to achieve their long-term goals by remaining invested and avoiding short-term changes that take them off course.
Links and Resources:
The Intelligent Investor by Benjamin Graham
All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.