10.3 How to draft your investment plan?


Based on our experience working with private investors since 1997, we created a simple format to help draw up your investment plan. This will help you to be successful with your investments. It will be your personalized plan that you can consult and mirror against your actual investments.

An investment plan does not cover what stocks you should buy and when because that is the execution of your plan.

To be able to create your investment plan, we need to ask you some questions about your goals, like your pension plan or your hobby, but also how much profit you aim to generate. We also ask about your favourite sectors and regions. As you know by now, controlling your risk is key for an investor. Based on your risk score, we calculate the percentage of stocks you should have in your portfolio and include this in the investment plan.

The information you provide will is secured. Academy for Investors, part of Hugo Broker AV. SL will not share your data with third parties.

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Create your investment plan here