STEP 3 OF 10 · OBJECTIVE

What should the mandate do?

Preservation and growth are different mandates with different risk budgets. Naming the objective now is what makes the result reviewable later.

PreserveProtect what exists in my unit of account, ahead of growth.GrowGrow the holding in my unit, accepting the stated risk budget.ReallocateMove an existing portfolio into a disciplined, mandated structure.Increase the unitIncrease the number of units held — grams, dollars or BTC.

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