Invest With Clarity

Invest With Clarity


Unravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)

July 12, 2023

Do you need clarification about the indexing conundrum? 


The concept of indexing raises intriguing questions and challenges in today’s dynamic market.


Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio is going up or down and discuss the difference between market cap-weighted and equally weighted indexes, highlighting the potential risks of benchmarking portfolios to indexes over shorter periods.


Mark and Chuck discuss: 


  • the power of transparency and flexibility in investing
  • why buying businesses at a historical discount can lead to long-term success
  • Why clarity overrides the conundrum
  • valuable insights for your investment journey
  • And more

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