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Do You Have An Investing Policy Statement?

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  • Do You Have An Investing Policy Statement?

    An investment policy statement is a written set of guidelines outlining how you will implement an investing strategy. They have been popularized John Bogle, et al.

    Do you guys have/use one of these?
    james.c.hendrickson@gmail.com
    202.468.6043

  • #2
    nothing in writing here, i had always been a saver but i was an investing dummy when it came to investing for the first time. maybe it was dumb luck or just having too much faith in the company i was working for but throwing all my savings to the company stock really propelled my net worth and provided the stepping stone into my next and current investment
    retired in 2009 at the age of 39 with less than 300K total net worth

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    • #3
      Yes. But I think it's time for a revamping because, shockingly, we are not getting younger.

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      • #4
        I have one. It's in writing and I even know where it is.

        However, using it.....

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        • #5
          Not in writing. I definitely have a plan, but I haven't put it to paper.
          seek knowledge, not answers
          personal finance

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