Personal Discipline & Systems

Lesson 1

Systems Thinking in Investing

Develop systems thinking to view investing as a connected process.

Lesson 2

Personal Investment Rules

Build clear rules to maintain discipline in all market conditions.

Lesson 3

Investment Thesis Template

Standardize investment theses to make grounded and consistent decisions.

Lesson 4

Position Sizing Rule

Set position-sizing rules to control risk in each trade or investment.

Lesson 5

Personal Drawdown Limit

Define a maximum drawdown threshold to protect long-term survival capacity.

Lesson 6

Pre-Buy Checklist

Use a buy checklist to reduce mistakes and emotional decisions.

Lesson 7

Pre-Sell Checklist

Apply a sell checklist to make principle-based decisions.

Lesson 8

Investment Journal and Reflection

Keep a journal and reflect to improve decision quality.

Lesson 9

Periodic System Review

Review your system periodically to detect weaknesses and adjust in time.

Lesson 10

Kill-Switch Rule When the System Fails

Set a kill switch to stop trading when the system loses validity.

Lesson 11

Optimizing the Process, Not the Outcome

Focus on improving process quality to create sustainable returns.

Lesson 12

Decision Environment Design

Design an environment that reduces noise and improves decision quality.

Lesson 13

Building a Personal Mental Models Library

Build a mental models library to deepen analysis.

Lesson 14

Building an Anti-Fragile System

Design an anti-fragile system that becomes stronger after volatility.