Everything in one place. Pull the key answers from the other seven sheets and write them here. This is the document you come back to when markets get noisy — your plan, in your words, signed off by you.
Fill this in last. Work through Sheets 01–07 first, then bring the answers here. Print it. Save it somewhere you'll find it. The whole point is that you wrote this when you were calm — so you can read it when you're not.
My holdings
| Fund / Asset | Ticker / ISIN | Target % | Platform |
|---|---|---|---|
These are the commitments you make to yourself now, so future-you doesn't have to make them under pressure. Be specific.
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