Mutual Fund Education Alliance - Getting Started - Learning Topics

Mutual Fund Education Alliance - Getting Started - Learning Topics - The Basics

Ticker
Keyword/Topic

Investor Personality Profile

Recognizing your own investment personality will go a long way toward helping you build a portfolio of investments you can live and prosper with. If you are not sure whether you are aggressive, moderate or conservative, try this questionnaire.

1. I am comfortable making investment decisions on my own.
Always    Sometimes    Never

2. I enjoy spending money on casino gambling, bets with my friends, or professional sports gambling.
Always    Sometimes    Never

3. I would be willing to go into debt to make an investment that might double my money.
Very willing    Slightly willing    Not at all

4. If I invested in a stock that rose 50% the year after I bought it, I would
Buy more shares    Sell some shares    Sell all my shares

5. I believe in luck.
Definitely    Sometimes    Not at all

6. I think people who plan out their investments and pay careful attention will always succeed.
No    Sometimes    Yes

7. If I were one of five finalists in a raffle worth $100,000, I would hold onto my raffle ticket and take my chance rather than sell it for $15,000.
Yes    Maybe    Never

8. Inflation is rising faster than my salary and I need extra income. I would be willing to cash in my bank-guaranteed CD for a higher-yielding long-term bond.
Yes    Maybe    No

Previous Page Back to Understanding Risk Main

This is a SySys^® Website