What Type of Investor Are You?

Are you a man or a woman? The reason I ask is that when it comes to investing, gender tends to impact attitudes about how we take risk.

Man

Woman

As it relates to your investing, what is the single most important question you have about managing your portfolio risk. (Please be as specific as possible. For example, instead of saying “Risk,” say something like “I want to understand how to identify and hedge out my hidden risks so that I can weather the market cycle and avoid the pain of increased volatility.” The more information you can provide, the more likely I will be able to provide you with meaningful help.)

The size of your portfolio indicates your level of sophistication and how advanced you are in terms of accomplishing your goals.

Just Starting Out ($0 - $100,000)

Safety Net ($100,000 - $500,000)

Nest Egg ($500,000 - $1,000,000)

Comfortable ($1,000,000 - $5,000,000)

Well Off ($5,000,000 +)

Different investing priorities can change your risk appetite and force you to enter new markets and develop new skills. What is currently your highest investing priority?

If you had to estimate, how much time do you think you spend per week managing your investment portfolio?

With respect to your portfolio, how do you make most of your decisions?

I make all my own decisions

I discuss with my adviser as a sounding board then provide instructions

I work together with my adviser and we make decisions after considering many factors

I allow most of my decisions to be made by my financial adviser

What Type of Investor Are You?

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