“Never attack without strategy”, by Sun Tzu’s, applies to investment. We must invest with a clear goal and using the right strategy. A strategy, in simple terms, is a plan on how to achieve a goal.
The first step in creating an investment strategy is to understand your current situation and decide what you want to accomplish with your portfolio. Together we will determine your investment goals, risk tolerance and time horizon.
Throughout the book, you will learn to understand your current investments, the amount you plan to invest, your investment timeframe, the level of risk you’re comfortable with and the return to expect from your portfolio.