facebookWhat should an "investment plan" include? - Seedly

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Anonymous

04 Aug 2020

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General Investing

What should an "investment plan" include?

I'm thinking... time horizon, risk appetite, capital... what else do I need to plan?

Discussion (3)

What are your thoughts?

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Do look at your budget and if you have an emergency fund of 6-8 months in the event you lose your job. And also if your insurance coverage is settled so you dont have to liquidate your investments in the event of a medical crisis.

Do make sure you diversify across industries, asset classes and countries as well to avoid concentration risk.

Financial planning is an integral part of life. You can reach me here to find out more.​​​

Initial capital
Frequency of additional capital injection
Potential capital withdrawals
Expected future liabilities

Investment returns target
Investment horizon
Risk appetite
Risk tolerance

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