Our Investment Framework

Lesson 1

In this section, we will discuss all the different traits that define your personality as an investor, which will determine what investment strategy you should follow.
Play Video

Table of Contents

BullGlobe’s Investment Framework

Throughout this course, we have learned what investing is, what asset classes are available to us, and even how to measure and control our investments. Now it is time to put all the pieces together and discover how to create an investment strategy to achieve your goals and help you grow as an investor and a person.

The finance world is overly complex and confusing; however, true investing is very simple, the only thing you have to do is make a plan, follow through with it, and be consistent. Those are the keys to succeeding in your personal investments.

What is an investment framework?

The dictionary defines a framework as “a basic structure underlying a system, concept, or text.” 

In investments, a good investment framework essentially consists of a set of principles or steps that we follow in any decision or action we take. Those steps are the elements that form the basic structure underlying our investment system, or process.

You can think of it as the foundations of a building, the structure that will hold it sturdy forever. 

Why is it so important?

When you are trying to learn something or develop a certain skill, whether it be playing the guitar, or coding a new programming language, there is a moment when you necessarily will ask yourself, “What can I do to master this skill?”. So, you may turn to the Internet,  you may start watching youtube videos, and reading articles, and trying and failing… Eventually, you may try to put together the information you have found and try to make the best out of it.

In the investment world, many people follow a similar process with the intention of becoming the next best bitcoin trader, or whatever it may be.

If you started looking into investing or have been investing for a while, you may have realized that many brokers (companies that allow you to buy and sell assets) display a message that states that a high percentage of their clients end up losing money. Most times, people lose money when investing because they don’t really know what they are doing and they follow a structured plan.

The solution to getting rid of all that “noise” lays in developing a solid framework.

Our Investment Framework

At BullGlobe, we have developed an investment framework focused on constructing a simple, yet effective portfolio strategy that fits your financial needs and achieves the best returns based on your expectations and restraints.

As we have mentioned earlier, it is all about planning, following through and keeping it consistent. A key to achieving success in the investment world is to control your emotions, to remain calm and steady when times are bad. Staying the course and following through with your plan is important to develop a long-term successful strategy.

Framework Structure

Now, let’s look at how we structured our investment framework:

BullGlobe follows the CFA Institute‘s Investment Management Process structure as the base for our overall Investment Framework. As you can see, it is divided into three main steps (Planning, Portfolio Construction and Feedback). This structure generates a dynamic feedback loop, which links our feedback step to the planning step to maintain the best portfolio strategy in every moment of your life. The economy, the markets and you change over time, that’s why we perform constant monitoring all portfolios and help your portfolio grow and adapt as you grow.

The structure we laid out may seem a bit confusing, especially if you don’t know what some of the terms mean. Therefore, we will use the following few sections to thoroughly go over each and every step so you have the tools to start creating your portfolio strategy.

In the next section, we will discover your Investor Personality and its big role in developing the perfect strategy.

Plan, Build, Monitor

Your Portfolio Strategy




discover the finance world

Account log in

Not a member yet? Sign up Now


discover the finance world

Register Now For Free