Why Great Companies Can Be Terrible Investments #investing

Why Great Companies Can Be Terrible Investments

Rob sat down with a client to review their portfolio—and it sparked a conversation every investor should hear.

The portfolio had plenty of strong performers—some up 100%, 200%, even 300%—but like most portfolios, there were also a few underperformers. And naturally, the focus turned to those.

Rob explores the question:
Can a great business still be a bad investment?

In this episode, Rob breaks down:

Why investors fixate on losses (even when the overall picture is positive)
How timing—not just quality—affects investment performance
The difference between a great company and a great investment
What to do with the underperformers in your portfolio

He also encourages investors to look closer at the businesses that aren’t doing well—because those are often the ones worth learning from.

Long-term investing is about patience, understanding, and clarity—and sometimes, a hard look at your "worst" investments tells you the most.

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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.