Once we have clearly established our objectives and know the edges that tip the scales in our favor, it is time to see how our investment can produce the expected results.

The investment plan will point out the successive stages through which the investment will have to pass (in both short-term and mid term), together with all the details related to the process of trading. The plan will set forth our targets (step by step), our risk balance strategy, possible suggestions regarding the management of funds and valuable feedback from our client.

1.2. Defining Objectives / Knowing our Edges / The Investment Plan / Gathering Tools