Making an investment plan

Before beginning on any long journey, it is important to make a good plan to maximize the chances of success. It is the same with investing โ€“ it is prudent to make an appropriate investment plan so that it can guide the investor though the investing journey. This article attempts to address the basic steps to making an investment plan and constructing an appropriate asset allocation.

The above is taken from an article which I wrote in August 2005 about how to make an investment plan in the Singapore context. It had already been posted online elsewhere but to read it there required a registration. Now, you can get the PDF from the link below, no registration required! ๐Ÿ™‚

Making an investment plan (PDF, 107kB)


  1. dividendinvesting

    hi shlow, drizzt here. i have done up a program comparing monthly contirbution vs annual contirbution based on msci world index data. i hope you can take a look and give me ur comments. specifically it is a comparison between mutual funds vs ETFs investing. there was a discussion on the importance of monthly contribution vs annual, the importance of different kind of cost u will incurred.

    u can download it here


  2. marketmonkey


    This is a great post. I look forward to reading more.


  3. indexfundfan

    Hi MM, Thanks for the feedback.

    Interesting name you picked for your blog. ๐Ÿ˜‰


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