Thinking of adding a financial and health rules/checklist to my life.
Will add details as they come.


  • Run my usual route (at present approx. 3km) twice a week
  • Gym (usual circuit) twice a week
  • No more than 1 pint of beer in one day, no more than two such days a week.


  • Quick-review portfolio every quarter
  • Full portfolio review every year (including business trends, allocation, macro environment outlook, goal target)