On Markets & Investing

Investment Checklist: My Key Points of Focus

writing hand with a pen ticking the checklist
Checklists are very useful practical tools to avoid mistakes and deliver better results. Yet, they are also significantly underused. Many great practitioners in various fields of life, not just investing, have been long advocating for more regular use of checklists. Atul Gawande, American doctor, has even written a book called ‘Checklist Manifesto’ (I read it but have not written a review in my Library yet).

I focus on a few key issues during my analysis but until now I have not put them in a single place. Below is the latest version of my ‘checklist’. The idea is to have as many positive answers as possible before making a new investment or deciding to keep the existing one.