Free & interactive
The Investment Rationale Card
Answer five questions and watch your card build itself below. Fill it in calm, obey it in panic.
Card builder
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.
live preview
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.
Saw this on our Instagram? Comment RATIONALE on the post for this link. Follow @fmaunlv for a new finance guide every week.
More free guides
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.