Criteria developed for Catherine's First Solari
Investor Circle Simulation for Choosing a Family Homebase
DISCLAIMER: Do not use this or anyone else's criteria.
It is critical to develop your own criteria from scratch.
Before you begin investing locally or globally, it is crucial to first be sure
you are living where you want to invest, and then to build up from there. Begin by
choosing the place that's right for you, and then investing in your homebase in a
way that lowers your expenses and debt while increasing self-sufficiency. What you
learn in this process will inform all your other investments as you build your financially
intimate portfolio literally from the ground up using the Solari Portfolio Strategy.
We hope you will find the following pointers useful in constructing your own personal
criteria for choosing your homebase.
1. Who Do You Want to Share Your Life With?
Who are your neighbors? Are there people who will take responsibility for cultivating
a high Popsicle index? Is there a high portion of family and community oriented people.
What are the human resources in that place – is there healthy diversity of background,
knowledge and age groups? Are people resourceful – can they build, maintain
and operate all the systems that we use? Do they understand the “real deal?”
Who is the local leadership of business, government, enforcement and essential services?
Do you have close family and friends nearby that you can count on? Are there people
who would pose risk to you?
2. What are the Self-Sufficiency, Quality and Costs of Essential Resources and
Fresh/organic food, water, air, health, alternative energy, transportation systems
and municipal services, including fire, emergency, sewage and waste. Is a four season
growing possible? Is hunting game and fishing available? What about firewood?
3. What are the Cultural, Educational and Spiritual Resources and Health of the
Always good to be near good colleges, community colleges
and universities – particularly interested in sustainability
4. Is the Environment Healthy and Beautiful?
Quality and altitude of land
Quality of plants and animals
Availability of parks and wild lands
Land and weather patterns and risks:
Earthquakes, tornados, hurricanes
Availability of outdoor activities, sports and exercise facilities
Energy needs vs. local
Commitment of local leadership to supporting environment
5. Are the Local Jurisdictions Respectful of Property Rights?
Is local law enforcement and judicial leadership loyal to
local leadership or national corporate and government
Likelihood of change in laws harmful to you:
Draft, capital controls, taxes, eminent domain
Shall we leave the US? Is there a safe place to go?
Should we have a backup?
6. Local Economic Health and Vitality
Local/regional employment opportunities
Local financial institutions
Local education, training and skills
Local associations and clubs
Local investment activities and opportunities
Local “learning metabolism” and core competencies
7. What are the special risks?
Special environmental problems
Financial dependency on narcotics trafficking
and organized crime
Population growth/high rates of immigration
Average TV time
Heavy electromagnetic pollution/cell towers
8. Bottom Line – What is the Popsicle Index?
Factors causing it to rise – above 0%
Factors causing it to fall – below 100%