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Investment Journal

The best investment you can make in your investment journey is yourself. 

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Immediately Increase your awareness and intention as an Investor. The archelyst Investment Journal provides the space necessary to record your daily trade decisions and capture the market backdrop, consolidate these Daily Insights into Monthly Reviews, and reflect on the good, bad, and ugly in the Performance Evaluation. Clearly define your investment strategy, evaluate your best and worst investment decisions, and uncover any potential biases. Develop a discipline that will keep your portfolio efficient and better manage risk while you optimize your path to your investment objective. 

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In Investment Strategy Overview you will describe your desired strategy and initial portfolio holdings.

  • Establish your Investment Objective 

  • Consider the Appropriate Benchmark

  • List your Investment Universe and Portfolio Characteristics

  • Review any investment Constraints

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In Daily Insights consists of taking daily notes on your portfolio, the markets, and any trading decisions.

  • Jot down Insights and thoughts on your portfolio holdings

  • Assess Macro Events that may have material effects on your strategy

  • Record Market conditions for the day

  • Provide Trades and Rationale for you to look back on

 

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In Monthly Review you will consolidate the most powerful insights gained from your daily notes as well as dissect the best and worst performing investments for that month.

  • Calculate your Monthly Investment Alpha vs. your benchmark

  • Review the Month's Daily Insights and consolidate highlights in Month Summary and Takeaways

  • Review your Top 3 performing assets and Top 3 Detractors

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In Performance Evaluation & Final Insights you reflect on the past 12 months of intentional investing and look to extract the necessary changes to become a better investor.

  • Compute your annual Alpha

  • Consolidate highlights from Monthly Reviews to perform a Performance Audit,

  • Establish best and worst month insights

  • evaluate best and worst assets for the year

  • Consider any future strategy augmentation based on your journaling practice

  • - Extra space for Notes provides a place for jotting down ideas for future analysis, brainstorming, and more...

 

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