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1. Step: Define your Investment Goalstart
2. Step: Define your Asset Base
3. Step: Define your Investment Philosophy
4. Step: Define your Investment Preferences
5. Step: Define your Asset Allocation
e.g. ETF´s, single stocks
e.g. which bank/platform, who performs transactions
Key Decisions, Indicators & Rules
e.g. rebalancing, sell/buy rules
e.g. goal conformity, quality of decisions, instruments and implementation