Talk:Investment policy statement/Archive 1

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Should an IPS contain guidelines on the limits on individual holdings (i.e. no holding more than 5% of total portfolio value) and number of holdings required for diversification? --Peculiar Investor 12:13, 15 June 2012 (MDT)

Do you mean individual securities (vs. a mutual fund)? In any case, I don't think you should put implementation details in a policy statement (what to do), portfolio percentages are part of asset allocation (how to do it).

Consider incorporating the [[Investment Plan]] as part of the Investment Policy Statement. It's a simplified version of the Investment Policy Statement, so why not put it here as a first step? Then, lead into the investment policy statement for those who need to do more. --LadyGeek 19:30, 15 June 2012 (MDT)

Incorporated the [[Investment Plan]] into the Investment Policy Statement. --LadyGeek 19:05, 30 June 2012 (MDT)

Reader feedback: Should this page be moved to...

Blbarnitz posted this comment on 22 November 2013 (view all feedback).

Should this page be moved to lower case? Investment policy statement

Any thoughts?

LadyGeek 19:38, 12 December 2013 (MST)

An investment policy statement does not appear to be a proper term for capitalization. It's turned into an acronym because of frequent use - which is capitalized. The Bogleheads wiki also does not capitalize the page title. Investment policy statement --LadyGeek 19:47, 12 December 2013 (MST)