Investment Policy

Your Game Plan

4 Lessons Advanced

About this course

The Game Plan (formally known as an Investment Policy Statement or IPS) is the most valuable tool in your investor toolbox. It contains everything you need to know about making trading decisions. It's your roadmap, your Northstar, and your troubleshooting guide. This course shows you how to write one that is practical and robust.

Elements of an Investing Game Plan

List of plan topics, along with descriptions.

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Choosing the right assets

Which stocks, bonds, ETFs or other asset classes you choose is very important. Here are some guidelines.

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Investment Policy Statement (IPS)

The document that holds your Game Plan, Contingency Plan, Trading Rules, Checklists, and Monitoring Schedule.

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Investment Philosophy

Why am I introducing philosophy into this course? Because whether you realize it or not, you have one. The default version goes something like this: "I want to make as much money as I can, as fast as I can, so I can live fast, die young, and leave a good-looking corpse." This lesson will show you how to improve on that philosophy.

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