Bias-Free Portfolio Decision-Making Guide (USD) Portfolio Inputs Decision Plan Primary Investment Goal: Capital Growth Income Generation Capital Preservation Current Portfolio Value ($): 1. Do you base decisions on initial purchase prices (e.g., holding a stock bought at $100 despite market changes)? Always Often Sometimes Rarely Never 2. Do you sell winners (e.g., up $500) faster than losers (e.g., down $500)? Always Often Sometimes Rarely Never 3. Do you believe a stock is "due" to rise after several declines (e.g., losing $300 over 3 days)? Always Often Sometimes Rarely Never Generate Decision Plan Bias-Free Decision-Making Plan Aspect Details Download PDF Previous Next
