Michael M. Pompian - Behavioral Finance and Your Portfolio

15 Chapter 31Figure 31.1 Behavioral Finance or Goals-Based Approach to Asset AllocationFigure 31.2 Sunpointe Asset Allocation Framework

16 Chapter 32Figure 32.1 Market CorrectionsFigure 32.2 Market Recoveries from Epidemic EpisodesFigure 32.3 Market Recoveries since 1946

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2 Table of Contents

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MICHAEL M. POMPIAN

Copyright © 2021 by Michael M. Pompian. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600, or on the Web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

The charts and information in this presentation are for illustrative purposes only, and are based upon sources of information that Sunpointe, LLC generally considers reliable, however we cannot guarantee, nor have we verified, the accuracy of such independent market information. The charts and information, and the sources utilized in the compilation thereof, are subjective in nature and open to interpretation .

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Library of Congress Cataloging-in-Publication Data

Names: Pompian, Michael M., 1963- author.

Title: Behavioral finance and your portfolio : a navigation guide for building wealth / Michael M. Pompian.

Description: Hoboken, New Jersey : Wiley, [2021] | Includes index.

Identifiers: LCCN 2021008937 (print) | LCCN 2021008938 (ebook) | ISBN 9781119801610 (hardback) | ISBN 9781119802006 (adobe pdf) | ISBN 9781119801993 (epub)

Subjects: LCSH: Finance—Psychological aspects. | Investments—Psychological aspects. | Investments—Decision making.