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Everyone can probably draw up their own list, but for us the seven are:

  1. Understanding the Problem
  2. Cash, debt and savings
  3. Tax
  4. Costs
  5. Passive investment (buy and hold, asset allocation)
  6. Active investment (heuristics, systems and rules)  & Trading (the short-term, shorting and leverage, plus Technical Analysis)
  7. How to Spend it – the decumulation phase (retirement)

We have articles on each of these topics which you can access via the links above.


Category: 7 Circles

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Mike Rawson

Mike is the owner of 7 Circles, and a private investor living in London. He has been managing his own money for 35 years, with some success.