Each Mint 7 Member's investment portfolio will be challenged by their group facilitator and peers.
The goal of a portfolio challenge is to ferret out anything in a portfolio strategy that does not accurately serve a Member's goals and life purpose.
Portfolio challenges consider a Member's personal investment strategies and investment purpose.
They are focused on clarifying and confirming that a Member's investment strategies match their goals and life purpose.
Portfolio challenges also address any investment biases that could create blind spots that could diminish the value of a Member's portfolio and investment decisions.
Portfolio challenges are an ongoing process. A Member's Group Facilitator will check in with each Member at relevant times that are meaningful to the Member based on their current investments and life events.