Markets will crash. That’s not a risk: it’s a certainty. The question is whether you’ll have a plan written down before it happens, or whether you’ll be making decisions at 11pm while watching your portfolio drop 30%.

In this bonus session, Alan and Katie Donegan are joined by Bob Haines to help you write your own Investor Policy Statement — a document that spells out exactly what you own, why you own it, and what you’ll do (and won’t do) when things get ugly. Think of it as a letter from your calm, rational self to your future panicking self.

By the end, you’ll have written down:
• Your chosen investment strategy and why it suits you
• Your target asset split and when you’ll rebalance
• Your rules for what you will and won’t do during a downturn
• The specific actions you’ll take instead of selling

This video is a bonus session from the free 10-week Rebel Finance School course. For the accompanying notes, spreadsheets, and bonus material, sign up here: https://rebeldonegans.com/finance/rfs/

Join the Facebook group for friendly support from like-minded people: https://www.facebook.com/groups/rebelfinance

Details

Monday 10 August. 8pm UK time

Joining instructions

YouTube: https://www.youtube.com/watch?v=JOwSBPg22jU

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