With so many options available, how do you choose your investments?
There is a decision tree that all investors go through, some of them subconsciously, that helps them to choose which fund they need to invest in. Over the last few episodes we’ve looked at how you invest, and in today’s episode (taking into account the foundations of investing) we’re going to bring it all together in a step-by-step decision tree to help you choose your investments to suit YOU!
With two very different case studies to help you see how to use it, I hope you’ll listen to it again and again with the downloaded picture (available below) until it becomes second nature.
- [02.41] Step 1: You
- [04.54] Step 2: The Investments
- [06.41] Step 3: The Decision Tree of Investing
- [15.59] Putting it all together
- Case study One … Mary
- Case Study Two… Tiffany
Related posts and episodes
- The four foundations of investing
- Understanding the different types of investments or assets
- Should I invest in funds or shares?
- Investing Tax Free!
- Retirement Funds, Tax Free Savings, Endowments or Straight Unit Trusts… What’s the difference?
- Which one’s best for you – Retirement funds, Tax Free investments, Endowments or Direct?
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“If you’re going to not resist spending that money, then you’ve got to put it in investments you can’t touch, or are difficult to access with lots of hurdles that make it harder for you to cash it in.” – Lisa Linfield
“You need to make sure that your investment can grow at least the same as inflation.” – Lisa Linfield
“Even the biggest investing opportunity, which is if you live in America and invest in America, American shares only have 50% of the world’s listed shares in them.” – Lisa Linfield