2024 planning guide

Macro level

2024 Monthly Planning Guide @ RemerVesting

**January to March**

- Analyze global economic forecasts and align our portfolio with our long-term vision.

- Start diversifying based on potential scenarios and risks.

**April to June**

- Reassess in light of Q1 trends, focusing on ESG commitments and companies exemplifying protopian progress.

**July to September**

- Conduct a mid-year portfolio review.

- Integrate emerging trends and refine scenario planning according to global economic indicators.

**October to December**

- Evaluate annual performance and plan for upcoming changes in the economy, technology, and regulations.

- Rebalance to ensure a diverse and adaptive portfolio.

 

"rinse and repeat... "