# My written plan

Filled out on: ______________    Next review on: ______________

## 1. My goals

| Goal | Amount | Year | Investment type |
|---|---|---|---|
| | | | |
| | | | |
| | | | |

## 2. My allocation

- Emergency fund in a savings account: __________ euros
- Volatile asset share: _______ %
- Safe asset share: _______ %
- Allowed deviation before I rebalance: _______ percentage points

## 3. My savings rate

- Monthly: __________ euros
- Executed on: the _______ of each month, shortly after payday
- Increase: once a year, in the month of __________

## 4. Rebalancing

- Schedule: once a year, in the month of __________
- Additionally, if a position deviates by more than _______ percentage points
- Implemented preferably through new contributions, not sales

## 5. What I explicitly don't do

- No trading with borrowed money
- No leveraged products
- No purchase without a written reason
- No reacting to news on the same day
- Other: ______________________________________________
- Other: ______________________________________________

## 6. My sentence for the crisis moment

Write here what your future self should read when everything's falling.
Word it now, while things are calm.

________________________________________________________________

________________________________________________________________

________________________________________________________________

## 7. When I change this plan

I change it when my life circumstances, my income, or my time horizon change.

I don't change it because of market performance.

Signature: ______________