WISER Investment Framework
Abdelrhman soliman
Senior Investment Analyst @ Multiples|Startups Investment Mentor | expertise in Tech Startup Valuation, VC, Startup Consulting, Fundraising, Data Room, CFA LII Candidate
Many investors are faced with wrong or misplaced investment decisions that lead them to a large loss for their investment portfolio. Therefore, investors, especially small investors who own investment capital that is not large, must follow well-studied investment strategies before making a decision. One of these strategies is a WISER strategy
What is the WISER strategy ?
The strategy consists of five basic steps when making your investment decision, especially high-risk investments, to know whether this decision will maintain the strength of your investment portfolio or destroy it.
We start with W "why"
Dear investor, you should ask yourself why did you invest in this asset or company? Or, in other words, does it comply when I invest in that company with my investment goals, does it maintain my investment portfolio?
then I "Investment Allocation "
When you found the reason and knew that your decision was correct for your investment portfolio, should you measure it in your portfolio? How much will you pay, percentage, quantity, value..etc
then S "Strategy"
Determining your plan in the sense of when you can exit from this type of investment, what will I do if there are fluctuations in the market, when to sell to avoid loss and when to increase the volume and so on?
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then E "Execute "
When you finish your planning, start implementing immediately because you have determined where you are in this market and what you need to achieve the desired returns and when you will reach all this will make it easier for you to adapt in all the circumstances and market fluctuations that the world lives in.
finally R "refine"
Make your account that after each period you evaluate your current situation and are you on the right path or not and always repeat your account in order to reach your investment goal.
You can apply this strategy to all aspects of your life, whether work or life, not only to your investment decisions
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