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my SWOT

October 8th, 2008 at 02:59 am

Saving log - $2 tip box
Spending log - $12 lunch

SWOTs are a kind of old school brainstorming technique. I'm going to brainstorm here a bit and apply the answers to my investing and financial plan.

S - Strengths - strong cash position; patience; somewhat diversified (403B, IRA, Roth, taxable, cash equivalents, individual stock); no outstanding credit; still have a job w/benefits including health insurance and a bus pass; ability to save; can live cheap; good health; stable relationships; optimism & gratitude; ability to think and learn; a taste for being contrarian.

W - Weaknesses - emotion (unless you're Vulcan, you have that problem); my investments already have a lot of moving parts; need to experience things to learn them; a taste for risk; tendency to cheerlead and weigh positive info more strongly than negative info; incomplete analysis; too much/incoherent data; being contrary by itself is not a good enough reason to do things.

O - Opportunities - stocks are dropping to levels that I can afford; real estate is beginning to drop to levels that I can afford.

T - Threats - macro economic uncertainty (deflation, inflation, stagflation, hyper-inflation - do I have all the -flations?); political uncertainty; will I have a job?; mis-timing how low asset prices can go (they can keep dropping); as I buy, I tie up money that I'll need for other things.

5 Responses to “my SWOT”

  1. Tightwad Kitty Says:
    1223458753

    Love your thinking.

  2. merch Says:
    1223466366

    Ah yes the old SWOT analysis.

  3. mom-sense Says:
    1223470620


    Nice way to analyze one's present situation.

  4. scfr Says:
    1223473181

    Nice post.

  5. baselle Says:
    1223484790

    I forgot one of my strengths - my friends on savingsadvice.com and commenters on this blog

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