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099 Versus “The Gathering Darkness” Part 8 - Defining The Great Companies of the US and the World

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Manage episode 407902380 series 3313517
Content provided by Jonathan DeYoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan DeYoe 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.

Upcoming Event!

How Can Mindfulness Help You Reach Financial Independence?

Do you want to reduce money anxiety, but don’t know who to trust?

Would you like to learn how to set up and manage your own retirement plan?

Do you want to know how we create a passive income stream you can’t outlive?

If yes, join us and learn how to answer the 4 critical financial independence questions:

  • Am I on track for financial independence?
  • What do I need to do to get on track?
  • How do I design a mindful investing portfolio?
  • How do I manage that portfolio and my income over time through changing markets?

Learn more: https://courses.mindful.money/financial-independence-bootcamp

In this episode, I take you through the ins and outs of equity investment, peeling back the layers of complexity to reveal a clear, tax-efficient strategy that can grow your wealth with ease.

We talk about the power of global all cap portfolios and how they might just be the one-fund solution you've been looking for. Together, we'll explore why market timing and security selection might not be the keys to investment success that they're often made out to be.

I'll share with you my personal journey towards embracing a portfolio that's not only simple to manage but also aligns with my belief in responsible investment. I'm also excited to dive into the heart of our ongoing series 'Versus the Gathering Darkness' in Part Eight, where we tackle the psychological hurdles to investing and celebrate the forward- thinkers who ensure our money is never idle.

This episode isn't just about understanding the 'what' and 'how' of investing in great companies globally—it's also about the 'why'. It's about adopting an investment mindset that moves beyond the individual to consider our collective impact on society and the environment.

So join me, and let's journey together towards a future where our financial decisions help build a more prosperous and ethical world.

📺 Watch on YouTube

https://youtu.be/IjY9ikfSyd0

Key Takeaways

00:00 Mindful Money Management for More Life

09:12 Low-Cost All Cap Index Investing

Tweetable Quotes

"If you understand that market timing and security selection cannot add value over time and are more likely to reduce performance, then one global all-cap portfolio could, and perhaps should, make up your entire equity portfolio."
"Performance favors indexing. At the same time, quality of life—lower stress, fewer decisions, less regret—also favors indexing."
"There are no facts about the future. We do not know what is coming next, and even if we did, we could not predict how markets would react."

Mindful Money Resources

SPIVA Scorecard

Domestic Indices:

S&P 1500

S&P 500

S&P 400

S&P 600

Russell 3000

Russell 1000

Russell 2000

Wilshire 5000

Global Index Providers:

S&P Global

FTSE

MSCI

For all the free stuff at Mindful Money: https://mindful.money/resources

To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763

Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in

Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership

For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/

Website: https://mindful.money

Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe

🎙️

Podcast Production & Marketing by FullCast

Back to Podcast Homepage


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
  continue reading

132 episodes

Artwork
iconShare
 
Manage episode 407902380 series 3313517
Content provided by Jonathan DeYoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan DeYoe 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.

Upcoming Event!

How Can Mindfulness Help You Reach Financial Independence?

Do you want to reduce money anxiety, but don’t know who to trust?

Would you like to learn how to set up and manage your own retirement plan?

Do you want to know how we create a passive income stream you can’t outlive?

If yes, join us and learn how to answer the 4 critical financial independence questions:

  • Am I on track for financial independence?
  • What do I need to do to get on track?
  • How do I design a mindful investing portfolio?
  • How do I manage that portfolio and my income over time through changing markets?

Learn more: https://courses.mindful.money/financial-independence-bootcamp

In this episode, I take you through the ins and outs of equity investment, peeling back the layers of complexity to reveal a clear, tax-efficient strategy that can grow your wealth with ease.

We talk about the power of global all cap portfolios and how they might just be the one-fund solution you've been looking for. Together, we'll explore why market timing and security selection might not be the keys to investment success that they're often made out to be.

I'll share with you my personal journey towards embracing a portfolio that's not only simple to manage but also aligns with my belief in responsible investment. I'm also excited to dive into the heart of our ongoing series 'Versus the Gathering Darkness' in Part Eight, where we tackle the psychological hurdles to investing and celebrate the forward- thinkers who ensure our money is never idle.

This episode isn't just about understanding the 'what' and 'how' of investing in great companies globally—it's also about the 'why'. It's about adopting an investment mindset that moves beyond the individual to consider our collective impact on society and the environment.

So join me, and let's journey together towards a future where our financial decisions help build a more prosperous and ethical world.

📺 Watch on YouTube

https://youtu.be/IjY9ikfSyd0

Key Takeaways

00:00 Mindful Money Management for More Life

09:12 Low-Cost All Cap Index Investing

Tweetable Quotes

"If you understand that market timing and security selection cannot add value over time and are more likely to reduce performance, then one global all-cap portfolio could, and perhaps should, make up your entire equity portfolio."
"Performance favors indexing. At the same time, quality of life—lower stress, fewer decisions, less regret—also favors indexing."
"There are no facts about the future. We do not know what is coming next, and even if we did, we could not predict how markets would react."

Mindful Money Resources

SPIVA Scorecard

Domestic Indices:

S&P 1500

S&P 500

S&P 400

S&P 600

Russell 3000

Russell 1000

Russell 2000

Wilshire 5000

Global Index Providers:

S&P Global

FTSE

MSCI

For all the free stuff at Mindful Money: https://mindful.money/resources

To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763

Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in

Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership

For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/

Website: https://mindful.money

Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe

🎙️

Podcast Production & Marketing by FullCast

Back to Podcast Homepage


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
  continue reading

132 episodes

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