Investor Type Slideshow Quiz

Investor Type

1. How do you typically react when the market goes down sharply?

2. What is your primary investment goal?

3. How long do you plan to keep your money invested?

4. How comfortable are you with riskier assets like stocks?

5. How important is liquidity to you (quick access to funds)?

6. How do you respond to investment volatility?

7. Over the next 5 years, what level of returns are you targeting?

8. How knowledgeable are you about different investment products?

9. How important is significantly outpacing inflation?

10. If you had $100,000, how would you allocate it?

11. How often do you review your brokerage account or portfolio?

12. How frequently do you make changes (buy/sell) to your holdings?

13. How closely do you follow market news or potential new investments?

Why do you need to know what type of investor you are? Then, you can see what mistakes are most common in your type of investing and what your strengths are.