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Fundbuyer’s Checklist

When you invest it helps to have a checklist describing the asset you are buying. This helps you make a more rational buying decision based on cool reason rather than impulse or emotion.

Expand the items by clicking below and download the free PDF at the bottom of the page.

1. Fund Manager

2. Benchmark

3. Risk

4. Portfolio

5. Cost

6. Size

7. Leverage

8. Currency

If you want to download this list in abbreviated form here it is as a PDF file:

December 1, 2017
ramin

Investment coach, financial author and founder of PensionCraft. Ramin wants to share his knowledge of how to succeed in long-term investment by keeping fees low, understanding behavioural investment pitfalls, knowing how to read macroeconomic indicators and understanding and controlling risk.