Get Investment Policy Worksheet (pdf Form) - Morning...

The Investment Policy Worksheet is a crucial tool for establishing a structured and disciplined investment strategy. This guide will provide you with a step-by-step approach to effectively complete this form online.

Follow the steps to fill out the Investment Policy Worksheet:

1. Press the ‘Get Form’ button to access the Investment Policy Worksheet and open it in your PDF editor.
2. In the Executive Summary section, begin by entering your current portfolio assets in the designated field next to 'What are the current assets of my portfolio today?' Enter the monthly investment amount and the number of years you plan to invest.
3. Next, fill out expected annual returns over inflation. Indicate the percentage for expected returns and losses you can tolerate over three-month, one-year, and five-year periods in the respective fields.
4. Specify your target asset allocation by entering the percentage for each asset category: cash, bonds, large-company stocks, small-company stocks, and foreign stocks.
5. In the Investment Objectives section, state your financial goals, the duration for funding these goals, and the estimated yearly costs associated with them.
6. Move on to the Investment Philosophy section where you will describe your views on risk, core versus noncore investments, diversification, trading, costs, and taxes in the provided fields.
7. For the Selection Criteria, outline the investment selection criteria for your mutual funds and stocks as required.
8. Finally, in the Monitoring Procedures section, indicate how often you will review your portfolio and the methods you will use to assess individual and overall performance against expected returns and accepted loss thresholds.
9. Once all sections are completed, review the information for accuracy. You can save your changes, download the form, print it, or share it as needed.

Start completing your Investment Policy Worksheet online today for a structured investment approach.