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The Investing Academy Ultimate Bundle
This bundle includes all of the Investment Academy investing tools
What you'll get:
Investment Policy Statement template. Build you own investing blueprint.
Investment Thesis template. Every holding in your portfolio should include a well thought out thesis.
Sector Allocation Worksheet. Ensure you have your investments properly allocated across the sectors.
Dividend Worksheet: Keep track of your monthly cash flow with our Dividend Worksheet. Simply enter the Investment name, the # of shares you own, and the annual dividend. The worksheet does the rest!