In this essay, I introduce Holistic Return—a mental model I use as a private investor to evaluate opportunities not just on traditional risk-adjusted return, but how the investment may impact my life beyond my portfolio. Holistic Return is about life utility, not just capital efficiency, and I explain how I apply it in my own investment process.
Share this post
Defining "Holistic Return"
Share this post
In this essay, I introduce Holistic Return—a mental model I use as a private investor to evaluate opportunities not just on traditional risk-adjusted return, but how the investment may impact my life beyond my portfolio. Holistic Return is about life utility, not just capital efficiency, and I explain how I apply it in my own investment process.