What type of investor are you?

Your idea of an awesome vacation is:

Quiet week on the beach

Taking the family to Disney

Exploring a new city

Learning how to cliff dive

Sky diving would be:

A terrible idea

Terrifying, but exhilirating

Something on my bucket list

Better if the instructor last year wasn't tandem

You've been to Vegas:

And most of the casinos within a 2-hour drive

For a bachelor party

Once, and you hated it

No, but I can't wait to get there

If it costs you $100 to flip a coin, you would flip it if:

You were paid $50 if you win, or paid $100 if you lose

You were paid $100 if you win, or paid $100 if you lose

You were paid $200 if you win, or paid $100 if you lose

You were paid $400 if you win, or paid $100 if you lose

Before going on vacation, I:

Buy a few guide books and read them thoroughly

Buy the cheapest ticket available to leave that night

Type out a list of thing to pack

I call my three friends from school that I know have been there and a travel agent

When making decisions:

I trust my gut

My gut has let me down

I make a list of pros and cons

I seek out an expert

Being wrong:

Never happens to me

Is caused by a mistake I've made

Is hard to admit

Just happens sometimes

When I am confronted with a complex problem:

It intimidates me

I feel excited

It can be an opportunity

I feel overwhelmed

The most important part(s) of my education is (are):

My time in school

Books I have read over the years

Time I have spent with mentors

Trial and error

My favorite thing to invest in is:

The hottest new technology

Myself and my family

Something that will give me a predictable return

A new business opportunity

I would describe myself as:

Somewhat entrepreneurial

Very entrepreneurial

A corporate ladder climber

Ready for greatness

Managing my portfolio occupies:

1 - 4 hours per week of my time

My mind constantly

1 - 4 hours per day of my time

A few hours a month

My top financial priority is:

Income generation

College

Retirement

Wealth creation

As a risk taker, I think of myself as:

Inexperienced

Struggling

Successful

Accomplished

I have mostly invested in:

Stocks

Bonds

Funds

Small businesses

I believe that my portfolio should return at least __ % annually

What type of investor are you?

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