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.
The document that holds your Game Plan, Contingency Plan, Trading Rules, Checklists, and Monitoring Schedule.
List of plan topics, along with descriptions.
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.
Which stocks, bonds, ETFs or other asset classes you choose is very important. Here are some guidelines.
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