Investment Checklist
So here it goes.
Attached here is my personal checklist that I'll be using to grade equities over time. It is a document that will be routinely updated as I see fit.
Over the years I have read dozens of books on the subject, and I am ready to take the leap on myself. I am not smart enough to come up with this framework on my own. I am smart enough to realize however, that sometimes it is best to copy ideas. Through voracious reading, I have created this checklist to guide me in making more correct decisions than not.
V.02 Updated 2025-12-20
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