When investing, it is advisable to avoid hasty decisions as these can often lead to costly mistakes. Therefore, it is useful to have a checklist of criteria that funds or stocks must meet before being included in our portfolio. In this video, I go through my checklist of criteria for selecting funds for my portfolio and explain the requirements they must meet.

This video is sponsored by Trading 212. Trading 212 provides an execution-only service. This video should not be construed as investment advice. Investments can go down as well as up. Capital is at risk.

Get a free share worth up to £100! Create and verify a Trading 212 account, make a minimum deposit of £1 and use our promo code /"RAMIN/" https://www.trading212.com/promocodes/RAMIN

Data sources for the video: All price series are from SharePad. Long-term series for the S&P 500, Treasuries and the US CPI are from Robert Shiller's spreadsheet "Irrational Exuberance".

What else PensionCraft offers:
Join pensioncraft.com and learn how to become a better investor. To find out what we offer and how to join our friendly community, click here: https://www.pensioncraft.com/investor-education/membership/
Book a coaching session with Ramin so he can answer your questions in a one-on-one video call via Zoom: https://pensioncraft.com/power-hour/
Sign up for our free weekly market roundup to get news and views on what's happening in the stock market and the wider economy https://pensioncraft.com/market-roundup/
Understand investments better with my online courses https://pensioncraft.com/courses-we-offer/

Where else you can find me
You can listen to my weekly podcast on investing here: https://many-happy-returns.captivate.fm/listen
Website – https://pensioncraft.com/
Twitter – https://twitter.com/PensionCraft
Facebook – https://www.facebook.com/pensioncraft/
Linkedin – https://www.linkedin.com/company/pensioncraft

Tools I use to create my videos
️ My primary data source is SharePad and an affiliate link for this is here https://sharescope.co.uk/pensioncraftsp (This link offers a special offer to new users and gives me a small commission)
The other tools I use are free, open source software:
️ ggplot2 package in R for my plots
️ RStudio for editing and running R code
️ OBS to record my videos and live streams
️ Kdenlive to edit my videos

Check out some of my other videos and playlists
Playlist on investment strategies https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
Playlist on economy and investments https://www.youtube.com/playlist?list=PLlqeAQqQK7TcRVeX3peMN1UF-NRCIFsM2
Behavioral investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfwB8Gt65VfbgP4YMW_ctYE
Video on investment strategies for beginners and advanced investors https://youtu.be/IY86PS2ow74

DISCLAIMER
All information is for educational purposes and does not constitute financial advice. Ramin does not provide any recommendations and is not responsible for the investment decisions of viewers. The figures provided refer to the past and past performance is not a reliable indicator of future results.

#StockMarket #Investing #PensionCraft

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