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The Investing DNA Worksheet
Five questions decide how you split your money between growth, dividend growth, and high income. This is the worksheet I run on my own portfolio. Fifteen minutes and a pen.
Step 1
Score five rows
Age, income, expenses, goals, and how much risk you already carry. Be honest on the last one. Nobody is.
Step 2
Write your split
Your numbers across the three buckets. Not mine, not a stranger's in the comments.
Step 3
Set your rules
What you'll do when the market drops. The part that saves you in a red year.
Not financial advice. This worksheet is for educational and entertainment purposes only and reflects my personal opinions, which may change at any time. I am not a financial advisor, broker, or tax professional, and nothing here is financial, investment, or tax advice or a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal. Dividends and fund distributions are not guaranteed and can be reduced or eliminated at any time. Always do your own research and consult a licensed professional before making any investment decision.