Investment Thesis Statement Template

For All Levels


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Every holding in your portfolio should have an Investment Thesis.

An Investment Thesis provides you with the sound logic that goes into your investment selections, and is referred to when you are reassessing your positions.

At the Investing Academy, we have created a template that helps our Private Members Group subscribers go through the development process, guiding them through each of the elements you need to consider for your investments.

We have now made these templates available here for those who are not part of that group.

Making any investment without a plan is a recipe for disaster.  Use this Investment Thesis to ensure you make solid investment decisions.