Mindful Investing Checklist Inspired by the 8 principles of Contemplative Computing

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🧠 MENTAL SETUP

• [ ] Set an Intention Before You Check Markets → What am I looking for? Price? Insight? Clarity?
• [ ] Limit Market Check-Ins → Choose 1–2 time windows per day (e.g., 10AM, 4PM).
• [ ] Name the Bias Before You Act → Am I chasing? Avoiding loss? Seeking dopamine?

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🧘 FOCUS PRACTICES

• [ ] Create a Distraction-Free Research Block (30–60 min) → Use apps like Focus Mode, Notion Full Screen, or WriteRoom.
• [ ] Adopt “Flow Investing” Sessions → Timebox deep work:
• Reading reports
• Analyzing 10-Ks
• Journaling thesis updates

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📓 REFLECTION & JOURNALING

• [ ] Weekly Mindset Review → What distracted me this week? → What worked? What didn’t?
• [ ] Log Emotional States During Trades or Market Moves → Examples:
• “FOMO triggered by X”
• “Felt calm entering this position”

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🔌 DIGITAL BOUNDARIES

• [ ] Define a “No Market Zone” → E.g., No checking before 9AM or after 8PM.
• [ ] Unfollow Accounts That Hype, Trigger, or Distract → Replace with long-form thinkers who slow you down.
• [ ] Designate 1 “Offline” Investing Day per Month → Reflect, plan, or read—no price-checking allowed.

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🧭 STRATEGIC ALIGNMENT

• [ ] Revisit Your Investment Thesis Quarterly → Ask: “Does this still align with my values, risk tolerance, and vision?”
• [ ] Write 1-Page Investment Rules Doc → Include position sizing, criteria for buying/selling, and emotional guardrails.

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☁️ HOW TO IMPORT TO NOTION

1. Create a new page in Notion.