E80 - Charting a course
Update: 2025-07-28
Description
Episode 80 - Charting a course
Do you have an Investment Policy Statement? If not, maybe you should.
In this episode JJ revisits the tenets of the VISION model last mentioned in Episode 50 and then dives into the Investment Policy Statement to talk about what it is, why you need one, and what you might want to put in yours.
Then we close out the Episode by reviewing JJ’s own Investment Policy Statement.
IPS sample format and content provided by Claude AI from Anthropic.
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