DECISION PROCESS / 02

Decision Journal.

Record what you knew, what remained uncertain and why the decision made sense before the outcome could influence the story.

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01Decision being evaluatedDescribe the specific decision without assuming the answer.02Why is this decision being considered now?Record the event, need or opportunity creating urgency or attention.03Investment thesisExplain how the decision is expected to produce the intended result.04Evidence supporting the thesisSeparate observable evidence from forecasts and narratives.05Evidence against the thesisRecord facts or arguments that weaken the case.06Key uncertaintiesName what cannot be known or estimated with confidence.07Portfolio impactConsider concentration, liquidity, time horizon and total risk.08Conditions that would change the decisionDefine the evidence or event that would require revision.09Review dateChoose when the reasoning should be reviewed, independent of market noise.10Final decision and reasoningRecord what you decided and why the evidence justified it at this time.

Complete all ten sections to create the record.

Decision Journal.

One decision idea, every Saturday morning.