A three-part framework for building an investment strategy: know your 13 key investment numbers, divide your capital across asset classes for safety, and set clear buying rules for what, when, and why you buy.
On the strategy section, we've got 3 elements that we move through. Your investment assessment is getting clear on the 13 key investment numbers that you need to know as an investor. The asset allocation is how you split up your capital and your assets so that you make sure that you're safe and protected while you know what you are investing towards, which asset class is serving the right purpose and why. And then let's come to building a rock-solid game plan, which is all about what purpose every element is there to serve in the portfolio. And you get a clear set of buying rules. What do you buy? When are you going to buy it? Why are you going to buy it? And what vehicle are you going to do it in? And what's the outcome that you're aiming for and the yields you're targeting?
