1. Which of the following statements best describes your financial situation? Please consider your regular expenses and your ability to repay outstanding loans as well as saving for emergencies and retirement.
2. Which of the following statements best describes your current investment situation? If you do not currently have any investments, choose the response that best describes how you think you would manage your investments.
3. Which of the following best reflects your current knowledge of investments?
4. Which category would you say best describes your investment goals?
5. Which of the following statements best describes your attitude towards the level of risk or volatility that you are prepared to live with during the same time that these assets will be invested?
6. How would you describe your comfort level should the value of your investments fluctuate either up or down during short-term periods (i.e. up to three years)?
Result:
Investor Category: Aggresive/High Growth
Risk Level: High
- You are willing to take the risks necessary to achieve potentially above-average long-term growth in your portfolio. You accept that the total value of your portfolio may decline substantially from time to time.
This is me, and it is true. :)
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