Your First-Stock Checklist

Put it all together: a one-page pre-buy checklist, a written plan, and what to do in the days and weeks after you buy your first stock.

From lessons to a routine

The earlier lessons each covered one step: start with what you know, read the business, check the trend, size the position and build a watchlist. This lesson turns them into a single checklist you can run in about fifteen minutes before any purchase. The aim is not perfection. It is consistency, so every buy decision goes through the same filters.

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.