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Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Managing Your Two Investment Portfolios

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Manage episode 312357748 series 3233643
Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments. In this episode, I want to share with you one of the earliest investment principles I learned that helped make me a more effective portfolio manager.

Tune in to discover:

  • What my investment decision making originally looked like
  • How a shift in my perspective became a game changer for me as a portfolio manager
  • Identifying and understanding your two investment portfolios
  • The importance of not just thinking about present investment needs and circumstances

If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

Do you know someone who could benefit from this information? Please share this episode and podcast with them!

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

Let’s Connect via Social Media!

LinkedIn: Christopher Nelson, CFA

Facebook: Bond Investment Mentor

Twitter: @BondInvMentor

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 312357748 series 3233643
Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments. In this episode, I want to share with you one of the earliest investment principles I learned that helped make me a more effective portfolio manager.

Tune in to discover:

  • What my investment decision making originally looked like
  • How a shift in my perspective became a game changer for me as a portfolio manager
  • Identifying and understanding your two investment portfolios
  • The importance of not just thinking about present investment needs and circumstances

If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

Do you know someone who could benefit from this information? Please share this episode and podcast with them!

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

Let’s Connect via Social Media!

LinkedIn: Christopher Nelson, CFA

Facebook: Bond Investment Mentor

Twitter: @BondInvMentor

  continue reading

44 episodes

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