Accounts

Pre-application Check-list

Before you start applying the strategy within your investing account and with real capital, it is a good idea to recap a few things and go through a check-list to confirm you have everything in place for a successful start.


Available Investing Capital

Bank accounts are the origin of investing capital. We need to figure out the amount of liquid capital available for investing in equities. Note on valuation of illiquid capital. Planning 101 – In SWS utmost consideration is given to planning stage.