Know your Investor Profile

A visually appealing image representing diverse investors analyzing investment options, with graphs and charts in the background, conveying a sense of financial planning and decision-making.

Discover Your Investor Profile

Are you unsure of your investment strategy? Take our quiz to find out your investor profile and discover the right approach to grow your wealth.

This quiz will help you assess:

Your investment knowledge
Your risk tolerance
Your investment horizon

6 Questions2 MinutesCreated by InvestingGuide101

I plan to begin withdrawing money from my investments in:

Less than 3 years

3–5 years

6–10 years

11 years or more

When I invest my money, I am:

Most concerned about my investment losing value

Equally concerned about my investment losing or gaining value

Most concerned about my investment gaining value

Select the investments you currently own or previously owned:

None yet

Bonds and/or bond funds

Stocks and/or stock funds

International securities and/ or international funds

Consider this scenario: Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?

Sell all of my shares

Sell some of my shares

Do nothing

Buy more shares

Review the five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?

7.2% Average Return (Best-case 16.3%; Worst-case -5.6%)

9.0% Average Return (Best-case 25.0%; Worst-case -12.1%)

10.4% Average Return (Best-case 33.6%; Worst-case -18.2%)

11.7% Average Return (Best-case 42.8%; Worst-case -24.0%)

12.5% Average Return (Best-case 50.0%; Worst-case -28.2%)

Know your Investor Profile

Discover Your Investor Profile

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