HOLD investing guides
Six short guides: how to write a long-term investment plan, set a horizon and limits, run a stress test, write an exit plan, and why trading too much can cost you.
How to write a long-term investment plan: the HOLD templateWrite a long-term investment plan with the HOLD framework: Horizon, Ownership, Limits, Decisions. Includes a fill-in template, an example and FAQ. For education only.How to set an investment horizon: write down how long and whyAn investment horizon is how long you plan to hold, and why. Learn to write a specific horizon, a review date and a reason. For education only.How to set an investment limit and a maximum loss lineInvestment limits are two numbers: the most you will buy and the most loss you will accept. Includes a worked example and a three-step method. For education only.Investment stress test: could you hold through a 30% or 57% fall?An investment stress test assumes the worst case happens and shows what your money and your written limit would look like. Includes historical fall scenarios and a three-step method. For education only.How to write an investment exit plan: when to sell, renew or let goAn exit plan is written before you start: under what conditions will I leave. Includes six review-day questions and four outcomes. For education only.Does trading too much cost you? What Barber & Odean foundBarber and Odean (2000) found that the most active group of US investors earned about 11.4% a year while the market earned 17.9%. What the study says, its limits, and how to check your own trading. For education only.
Each guide has a one-minute short, a template and an FAQ. For education only.
For education only, not investment advice. Content, examples and historical scenarios are illustrations and do not guarantee the future. Investing involves risk. Decide for your own situation or consult a licensed professional.