Active Investor Investment Policy Statement
An active investor is someone who has been investing for a while and probably has some significant investment assets. They like to continually make changes to their portfolio – either the specific investments such as individual stocks or maybe the asset allocation.
Purpose of portfolio
I want this portfolio to be available for retirement income.
Investment time horizon
I plan to actively monitor the economy and markets and will change the asset allocation as I see fit.
I will be buying index funds and stocks on the S&P500 and will expect to beat the S&P500 by at least 1% per year.
I will only buy a low cost index fund based on the S&P 500 and large cap stocks on the S&P 500.
I will compare the performance of my portfolio to the S&P500 stock index.