What kind of investor are you?
Whether you are a new investor or you have experience it’s important to know what investments really do fit you.
How can I learn what should I invest in?
Take the investor personality quiz to learn what kind of investments fit you.
Take the personality and risk appetite quiz
We analize your answers to learn who you are
We give investment option suggestions that fit you!
What kind of assets you can invest in?
Learn more about different types of assets to make your finances diverse to become more financially independent.
Learn your investor type and what investments fit you!
You are a very conservative investor
A very conservative investor is a cautious person or a first-time investor. They are mostly focused on portfolio stability and preservation of capital. People like this are the most likely of all personalities to read their investment statements and to read them all the way through.
It’s someone with a portfolio that primarily consists of investments in cash and bonds.
You are a conservative type of investor
Typically, a conservative investor is willing and able to accept some risk or volatility. They are primarily focused on pursuing a modest level of portfolio appreciation with minimal principal loss and volatility. They’re among the people most likely to always read their investment statements.
It’s someone with a portfolio that primarily includes investments in cash and bonds with some allocation in equities
You are a moderate type of investor
Typically, a moderate investor is looking for a balance between portfolio stability and portfolio appreciation. They are willing and able to accept a moderate level of risk and return. It’s an investor focused on growth but looking for greater diversification. Most likely to work with an investment advisor
It’s someone with a portfolio that primarily includes a balance of investments in bonds and equities
You are an agressive type of investor
Typically, an aggressive investor is primarily focused on pursuing portfolio appreciation over time. Usually, it’s an experienced equity investor. They can tolerate market downturns for the possibility of achieving greater long-term gains. It’s someone who won’t need the money from their investments for 10 years or more.
They have a portfolio that has exposure to various asset classes but primarily invested in equities
You are very agressive type of investor
Typically, a very aggressive investor is primarily focused on pursuing above-average portfolio appreciation over time. It’s someone who can tolerate higher degrees of fluctuation in the value of his investments. They are someone with high return expectations. Usually they won’t need the money from their investments for 15 years or more.
It’s someone with a portfolio that has exposure to various asset classes but will be heavily invested in equities
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