Summary of Investment Strategy

A well-crafted investment strategy takes many things into account: economic factors, risk considerations, trading and taxation features, and, of course, your own investment goals. One of the first strategic considerations you need to make is whether you have the energy or inclination to build and execute a detailed investment strategy, or whether you would prefer to have someone else—like the manager of a mutual fund—do all the strategizing while you relax and wait for the quarterly reports.