I've been investing for a while now, and I am at a point, where I want to put a personal investment management system. This is something that I've found it hard to get external support on. The needs I am solving for are: - Being able to **contextualise new investment decisions** - Being able to improve **overall portfolio management and risk controls** - Being able to **simply explain my rationale** behind investment decisions - Being able to **learn from mistakes & the experience of greats** So this system will evolve such that it works best for my personal use cases. --- One lesson I've learnt from the greats is that it is wishful thinking for a retail investor to try and beat the market. So given this harsh truth, my pursuit shifts: - First, matching the market's growth, - Second, trying to make good allocation choices that could create additional alpha, where: - some decisions are mine (actively managed by myself) - some are outsourced (managed by someone else) This gives me the right mix of learning and de-risking the growth of my capital. --- ### System Components 1. Market Research & Lessons 1. [[General Market Direction ]] 2. [[Investing Principles]] 3. [[Investment Portfolio Strategy MOC]] 2. Insight Sources 1. Dataroma 2. Quality Compounders 3. Game of Trades / Bravos Research (paid) 3. Due Diligence x Risk Management 1. Draft [[Investment Thesis Plays]] 2. Log Trade Execution - Sizing, Time Horizon, Drawdown, etc. in Financial Holdings Sheet 4. Action 1. Portfolio 2. Platforms 3. Performance Optimisaition #systems