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Worry less.
learn to invest.
Now more than ever before, individual investors can access resources to replicate the winning strategies of the world’s savvy investment professionals—but they don’t. The average investor consistently underperforms.
Why? Because money is an emotional subject, and Wall Street theory doesn’t account for how emotions affect investors’ behavior. The average investor doesn’t need a mathematically optimal strategy but a behaviorally optimal one.
The Smooth Ride Portfolio offers a four-part framework with specific, actionable advice that works with the way real people make decisions. Developed over two decades, this strategy combines the philosophies of legendary investors with a practical understanding of monetary policy and trend following. In this guide, Clint Sorenson takes into account your fears and hopes and helps you build an investment plan you can faithfully follow no matter what the market is doing. Learn to diversify assets and strategies to balance short- and long-term returns in a way that’s achievable for real, emotional human beings.
Meet the author
Clint Sorenson, CMT, CFA, is co-founder of WealthShield, WealthShield Partners, ORG Partners, and 724 Capital. He helps financial advisors develop and manage proprietary quantitative strategies by fusing behavioral finance, fundamental analysis, and technical analysis. He began studying investing after the dot-com crash of 2001 and has worked in the finance industry for almost two decades. Sorenson also authored several index methodologies that have been licensed by global asset management organizations. He is a past president of the CFA Society of North Carolina and a past board member of the CMT Association.