Your One-Page Investment Plan

An investment plan puts your goals, mix, funds and rules on one page, so you know what to do in good markets and bad. Here is a simple template you can fill in today.

Why one page

When markets drop 20%, it is hard to think clearly. A one-page plan, written in a calm moment, tells you what to do: keep investing, rebalance, do not panic. Professionals call this an investment policy statement. Yours can be short.

Unlock all of Investing School

The rest of this lesson, its chart examples and quiz are part of Investing School. Start free with Stock Market Fundamentals and the first lesson in every category.