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What Does ‘Know Yourself Before Investing’ Really Mean?

Mayank Shekhar Dwivedi
12 min readJul 6, 2024

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What is the fuss?

Knowing yourself is often cited by investing gurus as super important. Below are some varying forms of this advice.

“Self-knowledge is the key to better investing.”

“The First step of investing -> Know Yourself”

“Know yourself and you will win all battles.”

But what does it really mean to know yourself? I know my income. I want to get super rich, like a millionaire. Isn’t that enough?

Well, not exactly. As I embarked on my journey of investing and becoming financially independent, I realised that knowing yourself comes with time. Over time, you realise the deep-rooted principles that speak out to you when you make decisions or choose between options.

Source: newscientist.com

Your priorities shape your mindset, which in turn influences your investing strategy. Your life experiences shape your decision-making, which can help you recognize your investment edge.

The process of knowing yourself is itself a journey worth taking. Each one of us gets shaped into a unique mould that shapes our preferences, likes/dislikes, tolerance levels, and a vision of the future self we want to become. “To each his own” might sound just right to this idea.

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Mayank Shekhar Dwivedi
Mayank Shekhar Dwivedi

Written by Mayank Shekhar Dwivedi

I am on a journey to become Financially Free by 2030 | An Indian Retail Investor since 2016 | IIT Bombay BTech; Oxford MBA

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