Your Investor DNA is the combination of your values, competencies, and drivers—what makes you tick. By combining these elements, you can focus your investments instead of diversifying excessively, which is more suited for wealth preservation than for growing wealth.
If you’re not yet financially independent, taking too much risk can slow down your progress. Many people are stuck in the “save 10%, earn 10%, and wait 30 years” model. Instead, imagine if your cash flow from assets could cover your expenses, allowing you to grow your assets with every active dollar you earn.
This section emphasizes the importance of knowing your values. You’ll identify your top five values, which will guide your investment decisions. Next, you’ll pinpoint your core competencies—what you’re best at and where you have the most knowledge. For instance, you might know a lot about intellectual property but not much about technology. Understanding these strengths helps you focus on investments that align with your skills.
You’ll also explore your core drivers—what excites you and where your passions lie. By aligning your investments with your values, competencies, and drivers, you become a better investor. This course will guide you through creating an investor DNA statement, a beacon for your investment decisions.
Avoid distractions that look like opportunities but aren’t aligned with your investor DNA. Focus on cash-flowing assets until you’re financially independent, then consider other investments for wealth preservation. This approach helps you avoid common financial pitfalls, build cash flow, and achieve a richer, more fulfilling life.
By the end of this course, you’ll have a clear understanding of your investor DNA, allowing you to make informed, confident investment decisions that align with your unique profile.