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Tell us a little more about yourself...
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What type of investor are you? Choose one below.
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Active Investor
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Adventurer / Opportunist |
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I am a thrill seeking individual who usually has a lot at stake but nonetheless make investments in risk situations in hope of a jackpot. Financial security is important to me. I am not reckless with my investing. I just want to invest in riskier securities to realize the potential larger financial gain.
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Cautious Optimist |
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I spend a lot of time considering my possible investments. I labor over the decisions. I search out information about opportunities, but I take my time making a decision. I am optimistic and often see good opportunity, however I want to safeguard my investments, so I am prudent and proceed methodically and tread cautiously
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Risk Averse |
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I am skeptical about every investment I make. I am always wondering what might go wrong, or did I make a mistake. I view the economic outlook as always being chaotic and volatile. I view the securities markets as being constantly barraged by unforseen changes and events that will hurt my investments.
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Potential Investor
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Risk Taker |
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I am a "go for it" person. I am strong willed and ready to take chances. I follow "hot tips" and "trends" and act on my instinct.
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Optimistic and Confident |
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I make my own investment decisions after a lot of methodical, careful, balanced and analytical consideration. Hard facts - numbers - help me identify price movements which signal investing opportunities.
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Willing and Able |
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I am interested in investing, and excited about the prospects, but still guarded and unsure about whether my investments are protected.
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Cautious and Optimistic |
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I am an older investor who is cautious and intent on safeguarding my wealth, and shun investments that are volatile. I am not looking for excitement in my investing. I am looking for a solid, predictable return
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Unaware but Interested |
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I am not very knowledgeable about investing. I don't know much about the different types of securities, how to make investment decisions, or how to allocate funds in a portfolio.
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Inactive Investor
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Long Term / Strategic |
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I am focused on long term gains rather than short term windfalls. I am not confident in my knowledge or understanding of investing, so I'd rather avoid having to make decisions and leave my investments alone until I need to redeem them, or I have extra money to invest.
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Bruised but Hopeful |
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I am extremely cautious and risk intolerant, primarily because I have gotten burnt with my past investments. I have serious doubts about my knowledge, understanding and competence making investment decisions. Sometimes I think about cashing out and putting all my money in a bank. However, I believe there is a way to make money, and I want to learn it.
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How would you qualify your current liquid assets (cash, CD's, stocks, funds, bonds)?
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Assets
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Less than $10K |
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More than $10K, but less than $100K |
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More than $100K, but less than $1M |
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More than $1M, but less than $5M |
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More than $5M, but less than $25M |
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More than $25M |
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