The 3 Frameworks of Rule Breaker Investing

6 Traits, 6 Habits, 6 Principles

For the last few weeks, I have been going through 3 investing frameworks from David Gardner. I've included each framework below and a link to my summary/notes.

If you want to dive deeper into a particular topic, the Rule Breaker Investing Podcast links are at the bottom of my notes on each episode.

I have other plans for these podcast summaries. I would eventually like to create a tool to help new investors. Until then, I wanted to put them all in one place, so they were easy to find.

As always, I would love your feedback. You can find me on Twitter.

Cheers and Happy Saturday!

-Jason

6 Traits of a Rule Breaker Company

1. Top Dog & First Mover in an Important & Emerging Industry

2. Companies that have a Sustainable Advantage Gained Through: business momentum, patent protection, visionary leadership, & inept competition

3. Strong Past Price Appreciation

4. Good Management & Smart Backing

5. Strong Consumer Appeal

6. Documented Proof that the Stock is "Overvalued" by the Financial Media

6 Habits of a Rule Breaker Investor

1. Let Your Winners Run High

2. Add Up, Don't Double Down

3. Invest for at Least 3 Years

4. Remember the 4 Tenets of Conscious Capitalism

5. Max 5% Allocation

6. Aim for 60% Accuracy

6 Principles of a Rule Breaker Portfolio

1. Make Your Portfolio Reflect Your Best Vision for our Future

2. Name its Purpose & Will There be New Money Coming in or Out?

3. Fair Starting Line

4. Establish Your Sleep Number

5. Good News - You Get to Invest Through the Whole Race

6. Review Your Allocations Quarterly, Manage Accordingly

*Reminder: These are simply summaries/notes from my favorite investing podcast. They are not intended to be investing advice.