The Investor Guides · Ebook · 32 pages
How to Choose Investments, Manage Risk, and Build a Portfolio
With the Money You Have
A headline is not an investment plan, and neither is a friend's winning trade. This guide connects the evidence you have, the price you pay, the amount you commit and the conditions that would make you change your mind, using a calculator, public data and a notebook.
Instant PDF download after payment, plus a copy by email. Secure card checkout by Square.
Who it's for: New and growing investors who want a written process before they put money to work.
What's inside
- Start with the money you must protect: drawdowns and portfolio risk
- Understand the economic environment: inflation, policy and four environments, plus a simple economic dashboard
- Research the investment: company numbers, valuation, price, volume and volatility
- Size and manage the position: sizing examples, concentration, adding, exiting and placing orders
- Two complete investment scenarios, worked through
- Review decisions and improve, with your first seven days laid out
- Worksheets: economic dashboard, investment research, position-sizing ticket and decision journal
- A plain-English glossary and the before-you-buy checklist
Look inside
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Educational material, not individualized investment advice. Investing involves risk, including loss of principal. Delivered as a PDF by email with a private download link right after payment. See the purchase terms. All ebooks