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Final exerciseLevel 1BasicsUpdated Make your own investment plan
You've now covered the basics. In this chapter you turn what you've learned into your own plan: why you invest, for how long, how you act and what you do when the market moves. A plan helps keep your decisions consistent when your emotions say otherwise.
Why it pays to write down a plan
A plan made in advance is the most effective protection against impulsive decisions. When the market falls, the question “should I sell?” has already been settled in a calm moment. A plan doesn't predict the market. It decides how you will act.
The tool below brings your answers together on one page. It doesn't suggest products or allocations: the result is made up only of your own choices.
What next?
Your plan shows which asset classes you want to understand. The Level 2 courses go through them one at a time: Stocks · ETFs · Funds · Bonds · Crypto-assets · Gold.
Once your portfolio is built, come back to the chapter Maintaining your portfolio →. It tells you what to follow and how often.
This content is for information purposes only and should not be construed as investment advice or a recommendation. Investing always involves the risk of losing capital. The value of financial instruments and investments can go up or down, and past performance is no guarantee of future returns.
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