my portfolio

I’m neither rich (see below) nor a professional investor. I’m hoping I know enough to be dangerous. Come what may, I will keep you all posted; hopefully you can learn from my wins and losses.

Here are my basic investing principles:

  • Invest only in stocks reflecting strong ESG standards, or assets offering a SRI or impact strategy.
  • Generally pursue a majority “beta” strategy: broad diversification, minority individual stocks or other assets.
  • Avoid high management fees (generally stay below 0.5%, especially with beta investments.)
  • Pursue 10%+ private real estate investments (other alternative assets may follow.)