The Story Behind Your Portfolio

Once upon a time, investors were sold stories about the individual holdings in a portfolio and were enticed to invest based on the potential for the stocks themselves. In the modern era, portfolios are being constructed using data and evidence – but the need for there to be an enticing story still persists!

Josh and I discuss this issue:

 

To see the full column, go to Narrative or Data? Yes.

All of our prior videos can be found here.