Aligning Your Investment Thesis with Your Values

Entrepreneur Aligned Podcast

English - May 19, 2020 17:00 - 50 minutes - 46.2 MB
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Where should I allocate my capital? What is the best investment for me? These are questions that we get asked and cater to our clients at Destiny Capital. One must understand though that there is no exact or definite answer to these types of questions except for ‘It depends’. That is because your investment thesis leans strongly on your statement of intent and core values.

In this episode, we talk about the different types of investments that you can allocate your capital to. We also discuss why your investment thesis should be based on your values and why that is a top factor to consider before investing. We emphasize strongly on the need to position your capital in a way that elevates your time, energy, and attention so you are living a joyful and fulfilling life.

If you want to understand the secret sauce to the right investment for you, tune in to this episode.

Resources:

Destiny Capital (https://www.destinycapital.com) Rowdy Mermaid Kombucha (https://rowdymermaid.com/)

What’s Discussed in This Episode:

Constructing an investment thesis based on your values [3:55] Private self-managed real estate categories [7:45] Reasons to consider investing in private self-managed real estate [11:02] Active and passive private real estate investments [11:46] Self-managed versus fund structure [16:48] Private self-managed real estate investments Reasons why people invest in businesses [20:27] Private equity [29:30] Venture capital [31:14] Business investments [19:38] Cryptocurrency [35:21] Buying debt [38:09] Liquid public markets [40:52] Social Responsible Investing (SRI) and Environmental Social Governance (ESG) [44:07]

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