End of year evaluation

End of year evaluation

Let´s do a year evaluation together:

1. Did you beat the index you compete against?

2. How many trades did you plan to do this year?

3. How many trades did you actually do this year?

4. Did you follow your strategy or has something changed, if so, what?

5. What was your worst action this year?
a. Why did it happen?

  • Think about the atmosphere around this choice, where you home? Travelling? Bussy?
  • What about your mentality, where you stressed, happy, excited, sad?
  • Did you follow someone in this trade? If so, who are they and why did you do it?

6. What was your best action this year?
a. Why did it happen?

  • Think about the atmosphere around this choice, where you home? Travelling? Bussy?
  • What about your mentality, where you stressed, happy, excited, sad?
  • Did you follow someone in this trade? If so, who are they and why did you do it?

7. If you are a long-term investor: Have you sold any of your longterm stocks? Can you justify why?

8. Name the three things that has made you a better investor this year :

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