Investment Maturity Assessment -

A. Novice Luck Dependency Assessment 0/5

4 or more of my first 5 investments were profitable

I've been known to increase my investments dramatically due to early success.

I think my early success was largely based on judgment rather than luck.

I often think back to those early “successful investment decisions” and try to replicate them.

I believe I can replicate the success of my earlier investments.

B. Investment Planning and Risk Awareness 0/4

I have a clear written investment objective and timeframe

I am aware of my risk tolerance and I strictly enforce it.

I know why I invest in each specific asset.

I have a complete asset allocation plan that I review regularly.

C. Emotion Control and Executive Discipline 0/4

I don't panic sell when the market goes down.

I don't add to my positions when the market's up.

I can stick to my investment strategy.

I won't change my long-term investment plan because of short-term losses.

D. Independent thinking skills 0/4

I don't buy investments just because they're recommended.

I will do my own independent research and analysis before making an investment decision.

I'm not influenced by media sentiment or market noise.

I have my own investment decision-making framework that I continue to refine.

E. Learning and Reflective Skills 0/3

I will regularly review and summarize each investment decision.

I can objectively admit my mistakes and learn from them.

I continue to learn about investing and update my cognitive framework.

F. Investment Execution Discipline 0/2

I have a regular investment rhythm (e.g. regular fixed investment)

I will strictly follow the default rules for stopping profit and loss.

Successful investors are not expert forecasters; they think in probabilities.