Hi Stockopedia,

I have 5+ years of experience as a trader based on price action technical analysis but I am looking at creating an investment strategy based on fundamentals only. 

Can anyone recommend any practical educational resources for an Investment Strategy?

Looking at investing in small increments monthly, happy to hold investments for 1-5 years but I’m unclear as to position management once I have open positions, when to rebalance, when to compound, when to take profit, when to do nothing, in other words, I don't have a strategy.

I’ve read the following books:

  • The Intelligent Investor
  • Charlie Munger: The Complete Investor
  • Common Sense: The Investor's Guide to Equality, Opportunity, and Growth
  • The Big Secret for the Small Investor: The Shortest Route to Long-Term Investment Success
  • The Little Book That Still Beats the Market
  • What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time

Any assistance would be much appreciated.

Many thanks. 

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