We recently had a chance to catch up again with Carl Richards (@behaviorgap) on StockTwits TV.  Carl at both his blog Behavior Gap and as a contributor to the Bucks Blog does a great job of focusing the big picture for investors.  Since year-end is nearly upon us we thought we could focus on the issues facing investors as they review their portfolios.  We especially enjoyed the discussion around the “overnight test” and how can help an investor focus on why exactly they hold what they hold. You can view the video in its entirety below:

Posts mentioned in the above video:

On the danger of investing using the rear view mirror.  (Behavior Gap)

The Overnight Test.  (Behavior Gap)

Too many investors are actually collectors.  (Bucks Blog)

Focus on the few financial matters you can control.  (Bucks Blog)

Why am I investing?  (Bucks Blog)

Greed and fear.  (Behavior Gap)

The challenge of conversations about money. (Behavior Gap)