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"Everyone has the brain power to make money in stocks. Not everyone has the stomach," said investing great Peter Lynch. In truth, profitable investing requires both brains and stomach, plus discipline.
Discipline enabled Lynch to average an impressive 29.2% return during his tenure at the Magellan Fund. His performance is even more remarkable given the difficult backdrop of runaway inflation and sky-high interst rates that existed when Lynch began his investment journey.
For investors, discipline starts by having and maintaining a written investment plan. Lynch understood that without a rigorous framework, most investors would self-destruct.
It’s been said the biggest enemy of a good plan is the dream of a perfect plan. And unless your investment plan is written down, it’s not much of a plan.
Our Investment Policy Statement tool honors Peter Lynch’s timeless wisdom and zeal for disciplined investing.
Investment Policy Statement:
Be First in Line to Use This Groundbreaking Tool!
It’s time to re-think the risk your investment portfolio.
The Investment Policy Statement (IPS) Tool Prepares You
Here are some highlights of what you will get:
- A customizable template for building your IPS
- A place to safely store your IPS
- Regular checks to ensure your IPS is always current
- An affordable choice vs. expensive solutions sold by Wall Street
