Information about me

Chicago, Illinois, United States
I have worked to improve professionals and international interaction centers since the mid-90s. I have worked with organizations to grow newly formed organizations to 300% their initial inflow of customers and support personnel and helped others reduce the life of open issues by 1/3. I have aided multiple start-up ventures through planning and initial phases of opening their doors. Occasionally, I work with individuals on improving their resumes, interviewing skills and professional presentation. I believe in a core principle that you should always be looking for the next rung above you and guiding somebody to make a change in their lives as they approach where you have been. Kaizen is the Japanese principle of continual improvement, I call mine ‘the next one up’.

Wednesday, January 18, 2012

Put Your Money Where Your Heart Is, Invest Conciously

F' it, be a Conscious Investor

The depth of my investigation into a fund/stock is often limited but I do like to think I invest with some moral guide points.

I invest in U.S. Organizations when the economy is having issues and internationally when we are doing good. First, for the bounce back effect gaining me larger profits and second, we like to help an underdog. This is a reasonable risk, not 40:1 odds.

I tend to pick more small- and mid-cap funds which provide for developing businesses.

I don't limit myself to companies I will or won't invest in but I am a big fan of segment based investing (e.g. Technology, pharmaceutical) which is why I am disappointed to see we are heavily limited this year in our options for industry specific funds in many company 401k offerings.

Fund fees (what the fund manager is taking as payment) are limited as far as a 401k is concerned due to restricted options… but if I am debating two funds, I do take this into consideration.

So, yes, I let my conscience talk to my checkbook during evaluations because I want to know that I am not tied to 'Baby Labor, Inc.' because a big win for me is meaningless without some positive impact on the world. That being said, I will not invest in the 'Sinking Environmentally Friendly Fund'.
Posted by
Labels:

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)