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Flee the NASDAQ! The 5 BIG risks in 2023, Owen & Drew's best investing themes for then next 6 months, Metcash and CKF pop & Medibank slapped by cyber penalties

Australian Investors Podcast

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The Importance of Having a Clear Process

As a firm we can't trade without our clients or theory. That could be email or phone or via DocuSign. And it's just about following up and process. Most- every client gets that advice on a quarterly basis. So there's a formal process and they expect that to come. But what happens, for example, if in December you were like, okay, the upcoming portfolio change on January 1st is- X. We're putting 4% in FANG. And they don't get back to you. The thing is- I don't imagine some of them blame you for that. You can lose a lot of performance by not executing quickly. Yeah. Not that we

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