Part 1: The Journey of a DIY Investor - Meet Mark

In the world of investing, the allure of being a DIY investor is undeniable. Who wouldn’t want to take full control of their financial destiny, free from outside influence?

Mark, a determined DIY investor, embarked on his journey with this exact mindset. Armed with enthusiasm and a desire to learn, he threw himself into managing his own portfolio, confident that he could navigate the complexities of the market solo.

But, like many self-driven investors, Mark faced obstacles he hadn’t foreseen. Despite his efforts, he began to encounter challenges—most of which weren’t just external market conditions but biases rooted in his own psychology. These biases, while common, can quietly undermine even the most well-intentioned strategies. The good news? There are ways to overcome them, especially with the right guidance.

Enter Sarah, a seasoned financial advisor with years of experience in helping investors like Mark. Over the course of this series, we’ll follow Mark’s investment journey, highlighting the mistakes that DIY investors often make and exploring how Sarah could have helped Mark avoid them.