The Invest Smarter Blog

Is Brewing Beer like Investing?

Written by David DeWitt, CFP® | May 30, 2020

Our latest podcast is all about beer, and how brewing beer is a lot like our investment process. Here's a peak into what you will hear:

Click here to listen to our latest podcast!

  1. Defined process and rules: we have developed a well defined and disciplined rules-based process (leveraging technology) much like the process and recipes followed in brewing beer
  2. Repeatable and scalable:  beer quality and consistency requires a repeatable and scalable process as does the framework for building consistency within investment portfolios 
  3. Personalization:  there is a unique style of beer for every consumer and season; similarly our portfolios are tailored to each investor's specific needs and requirements and adapt to the changing seasonality of the market cycle
  4. Experimentation: experimentation is the soul of beer brewing and this is equally true for investing. Our system allows you to experiment and build a feedback loop for future testing, learning and adaptation

Disclosures