Page 2 - 10 Keys to Investment Success - REVAMPED 2023
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1            Goal Focused & Planning Driven








            •    Your investment portfolio is a servant of  your plan.

            •    All successful investing is goal-focused and planning driven.


            •    All failed investing is market-focused and current outlook driven.

            •    Decision making process must be a priority.




                                                        GOALS




                                                          PLAN




                                                        PORTFOLIO




          2           Human Nature Leads to Failure








            • Human nature cannot distinguish between temporary declines and permanent
               losses; perception between genuine risk and mere volatility is opaque.

            • Human nature is always and everywhere a failed investor.


            • Faith, patience, and discipline are required to avoid fleeting moments or
               response to market/emotional stress.
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