Your investing philosophy is exponentially more important than performance

Jonathan Satovsky
Jonathan Satovsky, CFP®, ChFC®, CIMA®, CPWA®

Jonathan Satovsky talks about why it’s more important to have a good investing philosophy than obsess about performance.


Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management.

And today’s topic on seeking wisdom, wealth and wellness, is why it’s more important to have a good philosophy than obsess about performance.

And why do I say that?

Well, I can show you example after example after example.

Over the last 25, 30 years of helping people with their money mishegas, the initial question when someone meets me is, what is your performance?

And I say, it depends.

It depends on your goals, it depends on your circumstance, it depends on how we curate the path that you’re on.

That will determine your success.

Performance, well if you don’t reach your goals, that’s the only performance that matters.

So philosophy is exponentially more important than performance because if you are performance obsessed, as it’s so easy to get seduced by, it’s going to be like chasing squirrels.

Huh, squirrel, squirrel, squirrel!

And you’ll never be able to be calm, cool, relaxed, confident and have the courage to be able to pursue big dreams and goals on your path to wisdom, wealth and wellness.

So adhere to a philosophy and enjoy a beautiful day.

Have a great day!


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Video Recorded May 15th, 2021
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This video is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by SAM. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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