Know who you are...
The most successful investors consistently beat the market, not because they have perfect timing or tons of money. They do it by identifying their natural inclinations (both good and bad) and using the methods, philosophies, and strategies that best match the way their brains are wired.
"Success in investing doesn't correlate with I.Q. ... what you need is the temperament to control the urges that get other people into trouble in investing."
- Warren Buffett
Likely one -- or several investing strategies is best suited to your specific investing temperament for right now.
But how well do you know yourself?
Do you know your tolerance for risk and loss?
Your investing strategy should reflect the kind of investor you are—your personal investor profile. This quiz will help you determine your profile and then match it to an investment strategy that's designed for investors like you.
For each of the questions, choose the response you identify with most, with only one answer per question.
After completing the quiz, your score will be automatically calculated and you'll see your investor type with personalized recommendations.
When will you begin withdrawing money from your account and at what rate? If it's many years away, there may be more time to weather the market's inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.
How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It's important to select investments that fit within your level of tolerance for this risk.
This quiz will identify which of these five investor types you are:
9-14 points
Focuses on capital preservation with minimal risk. Prefers safe investments and high liquidity.
15-21 points
Seeks stable income with some growth. Prefers stability over high returns.
22-28 points
Balances growth and income. Accepts moderate volatility for better returns.
29-35 points
Focuses on long-term growth. Accepts significant volatility for higher returns.
36-41 points
Seeks maximum growth. Willing to accept extreme volatility and short-term losses.
🎯 Complete the quiz to discover your type and personalized recommendations!
Questions
Minutes
Answer honestly based on your true feelings about risk and investing. There are no right or wrong answers - the goal is to understand your real investor profile.
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