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Latest / The Investor Coaching Show with Paul Winkler

Large U.S. Doesn’t Win Every Year, but They Won’t Even Look at International Value. Why?

Today, Dan talks about his experience at an investing workshop and explains how frustrating it is when the industry knows how to make a diversified portfolio, and that those portfolios would perform better than many of the products they offer, yet most investors come into PWI offices with a portfolio that is overweighted in large U.S. companies. Listen along to hear how the industry uses ratings, short-term past performance, and other emotional sales pitches to sell you yet another large U.S. fund, and why investors get sucked into investing in your “team” instead of taking an academic…

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