Things that I need to do for my investment evaluation

Posted on June 16, 2016 by Timeless Investor

Things that I need to do for my investment evaluation

  1. Market assessment
  2. Investment summary of years 2015 and 2014
  3. Thesis to invest
  4. Reasons to trade in each transaction
  5. portfolio management
    1. current salvation plan
    2. future portfolio
  6. Investment plan and strategy
  7. Automate my portfolio return
  8. Use excel spreadsheet modeling and decision tree to make decision analysis

About Timeless Investor

My name is Samual Lau. I am a long-term value investor and a zealous disciple of Ben Graham. And I am a MBA graduated in May 2010 from Carnegie Mellon University. My concentrations are Finance, Strategy and Marketing.
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