What Kind of Investor Are You?
Are you aggressive and daring with your investments or does little by little work better for you? Let's find out!
Do you regularly keep up with business and finance news?
Not at all
Occasionally
Definitely
Who do you discuss your financial goals with?
No one really...
My close circle and financial advisor
Anyone I can learn from
What do you know about the stock market?
The basics (or less)
Enough to understand financial market news
More than the average person
On average, how much time do you spend managing your finances every month?
One day, every month
One day, every week
Two or three days a week or more
Your account balance is $150 down since the last time you checked it. What do you do?
Shrug, I probably bought something
Check to see what the charge is
Call my bank and ask them to put a hold on the charge
How much information do you need in order to buy a house?
Just the price and some pictures
The price, pictures and an inspection
The price, the house’s history, it’s current state and lawyer’s advice
As a trader, would you ever give up control of your account?
Sure, I’d just like updates here and there
Only to someone I trust
Not over my dead body
You’re only willing to engage in investments where the risk of loss is…
Extremely low
Moderate
High
How long would you want to hold onto an investment for?
I don't know
Three to ten years
Ten years or more
What do you ultimately want to achieve when investing?
I don't really invest, it would be nice to start
Having an investment that makes enough for me to live off of
Having multiple investments that create generational wealth
Pre-Investor
It seems like you're not really an investor (yet!). You tend to spend more as you earn more, which is probably great for your lifestyle, but not so much for saving and investing.
Passive Investor
You have a good handle on your financials. You have some saving plans in place and you may even own some property. Good for you! When it comes to investing you prefer to play it safe and trust the professionals.
Active Investor
You manage your wealth like a business. Not only do you work hard to make money, but you also work hard to make your money work for you. Active investing isn't for everyone, so consider yourself a unicorn.
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