PRISM: Prioritizing Your Goals

Selecting and Managing Your Investments - Lessons 7 - 9
Buy and Sell Guidelines for Stocks Checklist

A big part of the AAII Model Shadow Stock portfolio’s long-term success is an adherence to well-defined buy and sell rules – which were clear guidelines for a successful portfolio dictated by our founder, Jim Cloonan. We believe that following a similar type of process is key to being a good investor and creating a lasting portfolio you can rely on through thick and thin.

In Lessons 7 - 9, we’ll provide members with this guideline checklist based on four of the most popular investing styles: value, growth, momentum and income, as well as a few additional rules for success. You can incorporate them directly into your strategy or modify them as necessary.

Download this checklist to use for Lessons 7-9 of Step 4: "S" - Selecting and Managing Your Investments
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