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Create an automated system

Updated: May 26, 2021

In our journey we don’t need to be constantly making changes and decisions. At the beginning we may need to set our plan with the products we want to use, that could take more time, but once we are moving one, we just need to follow up our plan and make small adjustments.



There are some steps that we will be taking, and repeat them over the time.

  1. Planning our journey, that basically will be rebalancing, that’s it, distributing our investments and selecting the products that we want.

  2. Buy and sale products, based on the previous plan, so we won’t have to think much here, just so whatever we have thought before.

  3. Follow up and check that our plan was good enough. If we want to make some adjustments, because our personal circumstances or our context has changed, or maybe because we found another set up or a product that is better, then we move to the first step.

We have to think well how we use the money that we are going to get in the journey (the returns), the money that we are going to input for our journey, and also how are we going to expend the money that we have.


You can follow this process easily with #imap, in a simple, visual way.

 

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