Retail Investor's Perspective
WHAT IS AN INVESTMENT FORM?
Off the shelf forms may not work for each Retail Investor. As we have discussed over the past 16 or more months, each Retail Investor assigns a different weighting to each possible factor that is unique to their own risk tolerance and objectives.
So, let’s dial it back to the more basic question that needs to be answered first and that is “What is Investment Analysis”? According to Investopedia:
Investment analysis is a broad term that encompasses many different aspects of investing. It can include analyzing past returns to make predictions about future returns, selecting the type of investment vehicle that is best for an investor's needs or evaluating securities such as stocks and bonds for valuation and investor specificity.
Investment analysis can help determine how an investment is likely to perform and how suitable it is for a given investor. It is key to any sound portfolio management strategy. Investors who are not comfortable doing their own investment analysis can seek professional advice from a financial advisor or other financial professional. Investment analysis can also involve evaluating past investment decisions in terms of the thought process that went into making them, how the decision affected a portfolio's performance and how mistakes can be regarded and corrected. Key factors in investment analysis include entry price, expected time horizon and reasons for making the decision at the time.