Chapters
Chapters
Chapter 09
Living with your investment plan
What deserves attention after you have invested? Separate pressure from changed facts and write an attention rule with an action, deadline and completion condition.
Next lessonFear, FOMO and other people's returns
—All materials read
- Fear, FOMO and other people's returnsA friend’s gain and your own payment deadline change different things. Examine the reason behind a proposed transaction.Read
Once you can name the pressure, identify which facts actually need checking.
- Decisions in falling and rising marketsFollow changed facts to funding, suitability or exposure checks, while giving account security prompt attention.Read
Carry the named fact and next check into a written attention rule: timing and completion depend on the problem.
- How often your portfolio needs your attentionWrite an attention rule that puts security, funding and routine checks at the right time and states when each task ends.Read
With a reason and a time for reviewing, turn to the practical work: measuring drift, assessing results and updating the plan when facts warrant it.
Next chapter: Maintaining your portfolio