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The Investment Rationale Card
Answer five questions and watch your card build itself below. Fill it in calm, obey it in panic.
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The Investment Rationale Card
@fmaunlv
Answer five questions and watch your card build itself below. Fill it in calm, obey it in panic.
Why do I own this?
What do you understand that makes it worth holding for years?
What am I expecting to happen?
Be specific: revenue growth, a dividend, expansion.
How long will I hold it?
A real horizon: 5, 10, 20 years.
When would I sell?
What would have to change in the plan, not in your mood.
My rule when markets drop
Example: I do not sell for 90 days after any 20% fall.
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Fear is loud. A written rule is louder.Losses sting twice as hard as gains feel good. Plan for it.
Decide your exit before you enter.
Take the knowledge with you: the PDF is the full framework, worked examples, and the printable version of this tool.
Download the guide (PDF)One-page card
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The Pre-Funded Income AuditType the monthly income you want. See what it actually costs to pre-fund it.The Financial Freedom MilestonesCheck your rung, type your number, and see how far the next rung really is.The First Investment ChecklistYour first buys build trust with yourself. Clear all four before money moves.