Keys To Building a Successful Investment Strategy

Last Edited by: LPL Research

Last Updated: November 17, 2021

street view with mark zabicki

LPL Financial Director of Research Marc Zabicki presents four key elements to building a successful investment strategy.

First, make sure you have an investment philosophy. Whether you follow an investment philosophy of your own or that of a trusted advisor, it's a good idea to decide what kind of investor you want to be and stick with it for the long-term.

Second, manage your expectations because most successful investment philosophies don't lead to immediate riches. The market has ups and downs and investing is a marathon, not a sprint.

Next, keep your decisions tightly managed. It’s okay if you’re not an expert. Focus on what you can control, and financial advisors can help with the rest.

Last, Rinse and repeat—apply your investment strategy consistently. We think the best investors apply what they know, ignoring what may be a distraction.

Reaping the benefits of a successful investment strategy is not a magic elixir. A consistent, common-sense approach provides the best opportunity for success.

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

All index data is from FactSet.

All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

This Research material was prepared by LPL Financial, LLC. 

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