Details

Long Term Investment Strategy

The easiest way to think of this is as a personal strategy. Imagine you have a job and you put money into a retirement account every month. You need to come up with a strategy of how you’ll invest that money to achieve your goals. Your strategy should include:

• a. Your overall goals
• b. The role the different securities discussed in class play in your strategy.
• c. How your strategy will evolve through time.
• d. Which topics discussed in class (market efficiency, behavioral biases, risk vs. return, portfolio theory, risk tolerance, etc.) have the most influence on your strategy.

Your strategy should not be a simple regurgitation of material we’ve covered in class (I know what a mutual fund is). The more specific the better, which means you’re going to have to make some assumptions. I’m going to put less into stocks as I get older is not specific, use numbers.

Pages: 6, double spaced