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Stage 20 · Lesson 1 / 9
Writing Your Investment Policy Statement
01 / 05

Writing Your Investment Policy Statement

Who holds on through the crash?


Trust your gut — before we build anything.

Assessment

Two investors own the same portfolio when the market crashes 35%. One wrote a one-page plan on a calm day and signed it; the other keeps the plan in their head. A year later, who is more likely to still be holding?

Coach Chad, waving
Stage 20 👋 Last one. Today you write the plan down.