This post has been elevated from the enrolled forums section. It is the introductory piece of a series on 'How to construct an Investment Portfolio' authored by user Travlin (enrolled members can access the entire series here).
Investment planning should be kept as simple as possible while still meeting your needs. As a self-directed investor, it is important to me to evaluate the situation, define what I want to accomplish, and decide how to get there. I find that putting this in writing helps me organize and clarify my thoughts into a useful assessment. This does not have to follow a rigid format as long as it is coherent. From this I can begin to structure the portfolio I need, but that is a separate topic.
Below is my latest assessment. It has three parts
- Situation Analysis
- Investment Needs
- Investment Strategy
This is offered as a model to show you one way it can be done. There are many others. Feel free to use this model as is, or revise it to suit your views and circumstances.
Starting Your Investment Plan
This post has been elevated from the enrolled forums section. It is the introductory piece of a series on 'How to construct an Investment Portfolio' authored by user Travlin (enrolled members can access the entire series here).
Investment planning should be kept as simple as possible while still meeting your needs. As a self-directed investor, it is important to me to evaluate the situation, define what I want to accomplish, and decide how to get there. I find that putting this in writing helps me organize and clarify my thoughts into a useful assessment. This does not have to follow a rigid format as long as it is coherent. From this I can begin to structure the portfolio I need, but that is a separate topic.
Below is my latest assessment. It has three parts
- Situation Analysis
- Investment Needs
- Investment Strategy
This is offered as a model to show you one way it can be done. There are many others. Feel free to use this model as is, or revise it to suit your views and circumstances.
by blaggers