Investment policy statement review

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Topic Author
clank
Posts: 14
Joined: Mon Jul 22, 2019 3:42 am

Investment policy statement review

Post by clank » Thu Aug 15, 2019 6:56 pm

Hi everyone :happy. I created a thread on Australian investing a few weeks ago and got some great input from people. I've finally got around to creating my investment policy statement, and would love to get some feedback on it. Please call out any mistakes or omissions!

My investment policy statement.

For context, here are some details that aren't present in the document:
  • I'm located in Australia and plan on living here long-term.
  • I'm in my late 20's.
  • I have a relatively high income.
  • I plan on renting for the foreseeable future.
Thanks!

User avatar
Watty
Posts: 16902
Joined: Wed Oct 10, 2007 3:55 pm

Re: Investment policy statement review

Post by Watty » Thu Aug 15, 2019 7:09 pm

It would be good to post the text here, most people will not click on dropbox links like that.

Topic Author
clank
Posts: 14
Joined: Mon Jul 22, 2019 3:42 am

Re: Investment policy statement review

Post by clank » Thu Aug 15, 2019 8:18 pm

Watty wrote:
Thu Aug 15, 2019 7:09 pm
It would be good to post the text here, most people will not click on dropbox links like that.
Ah, okay - fair point! I don't really want to recreate the tables/headings/etc in BBCode though :? . Here's a Google Docs link if people are more comfortable with that:

https://docs.google.com/document/d/1bVQ ... zq4lbiab3a

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David Jay
Posts: 6836
Joined: Mon Mar 30, 2015 5:54 am
Location: Michigan

Re: Investment policy statement review

Post by David Jay » Thu Aug 15, 2019 8:55 pm

I like the “Changes” paragraph. So easy to do stupid things on the spur of the moment (don’t ask me how I know this...)
Prediction is very difficult, especially about the future - Niels Bohr | To get the "risk premium", you really do have to take the risk - nisiprius

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