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Selecting and Managing Your Investments Worksheet 

03-03-2022 17:01

The PRISM Academy - Selecting and Managing Your Investments

The following worksheet is intended to help you think through the various considerations about how your portfolio will be managed. You may view yourself as being a true DIYer, only to realize that your 401(k) requires you to cede some control to mutual fund managers. As such, this worksheet can serve as a prompt for you to include rules for buying and selling mutual funds in your personalized investing plan.

There are no right or wrong answers. Rather, the goal is to help you clarify the type of investor you are
in terms of how portfolio decisions will be made.

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