A BEHAVIORAL PORTFOLIO
SEM takes a different perspective when it comes to investing. We have always understood the impact of emotions on decision making, especially when it comes to investments. We have a goal of helping offset clients’ emotions in order to prevent them from making reactionary decisions with their investment portfolios. Having emotions is not necessarily a bad thing – it’s what makes you human. In fact, these emotions often lead to PREDICTABLE mistakes. Once we understand this we can structure portfolios designed to offset these mistakes.
While studying for the CFA exam, SEM Portfolio Manager Jeff Hybiak found that SEM had always recommended a behavioral approach to investing, but we had never communicated it in such a way. Here’s how you can utilize your own behavioral approach to structure a customized portfolio.