STOPANDTHINKTo define your investment philosophy, consider these key questions:

  1. What are your core investment beliefs?
  2. Do you understand your philosophy and why you believe in it?
  3. Do you know the potential risks?
  4. Does it suit your personality and individual circumstances?
  5. Will your philosophy help you follow whatever strategy you implement?
  6. What constraints are necessary for turning your philosophy into a portfolio?
  7. What will you own and why will you own it?
  8. What will cause you to buy or sell?
  9. What will cause you to make changes to your portfolio over time?
  10. What types of investments or strategies will you avoid?


Source: AAII