Stocks and the Mistake I Made...What's in Your Portfolio?

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Not too long ago, I sat down with my financial planner to review my investments and discuss future goals. This is something I do every year in order to bring clarity to my financial life and set goals with my financial planner. As he laid out my investments, I noticed a particular mutual fund that had all its individual companies listed below it. As you're probably aware, a mutual fund is an investment program funded by shareholders that trades in diversified holdings and is professionally managed.

Upon closer review, I noticed that two companies in this mutual fund were pharmaceutical companies. I immediately got a sick feeling to my stomach knowing that I had funded something totally incongruent to my values. I immediately told my financial planner to remove that mutual fund from my portfolio and replace it with another that was more congruent to my beliefs and values. I fear that many of you, unless you have been particularly keen at observing and reviewing your investments, are invested in sectors or companies that your sole and heart, values and beliefs are dead set against.

During the last few years of my life, I have worked really hard at eliminating any incongruences as I know they are directly proportional to the amount of chaos in your life.

I highly recommend looking at everything that you do and make sure that it aligns perfectly with your purpose, mission, and values. This concept is not only true with investing but also very true when it comes to your practice. Make sure that everything you and your staff are saying and doing completely resonates with your true compass, your heart. Do not let any school, coaches or colleagues steer you away from what you truly believe in. The more you delete incongruences in your life, the more focus you will be, attracting patients that share your passion and beliefs

-Clayton

 

 

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