Investment Policy Statement [6 Step Investment Strategy]

Описание: Being a successful investor requires an investment strategy. Learn 6 steps for building a winning investment strategy.

#InvestmentStrategy #InvestmentPolicyStatement

Sample Investment Policy Statement: https://docs.google.com/document/d/11...

Follow up Videos:
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-- Outline

00:00 Intro
In this video we will discuss how to build an investment strategy, or investment policy statement.

00:47 6 Steps to Invest Like a Pro
Every investor needs to carefully consider these steps to build a winning portfolio. We will go through these six steps in detail:
1. Investment Goals
2. Investment Philosophy
3. Risk Tolerance
4. Asset Allocation
5. Investment Accounts and Funds
6. Maintaining Your Portfolio

08:33 Investment Policy Statement
Once you've carefully considered these steps, they form the core of your strategic investment strategy. They should be documented in an investment policy statement. This is a living document that you can improve as you learn. It serves to guide your investment decisions and to keep you on track.

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Disclaimer: I am not a financial adviser. My videos are for educational purposes and are my opinions. There is no guarantee you will be successful following my opinions.