Ep 52: Politically Incorrect Guide To Investing
There's a new spin on letting your values and beliefs dictate, or at least exclude, certain investments in your portfolio. In the past, it was relatively simple to exclude stocks and investments that profit from the sale of alcohol or tobacco. But that effort has picked up steam and morphed into something more complex in recent years. Today, ESG Investing where environmental, sustainability, and governance issues impact investment choices. And sometimes what includes or excludes an investment from someone's portfolio isn't an issue with the product or the service it provides, but more nuanced things like the makeup of its board of directors or whether the company meets certain diversity, equity, or inclusion standards. Brian takes a look at these developments with a warning to those who prioritize other factors over the fundamentals of an investment.
