What type of investor are you?

To determine what kind of investor you may be, simply answer these questions.
Strongly Agree Agree Disagree Strongly Disagree

Time Horizon

1. I have long-term financial goals of 10 years or longer.
2. I do not need short-term investment results to cover financial obligations or planned expenditures.

Financial Goals

3. Despite the risks, growth of capital is most important to me.
4. I am more focused on growth of capital than on receiving regular income.

Risk Tolerance

5. When pursuing my financial goals, I can handle short-term losses on my investments.
6. I am willing to accept additional investment risk when this risk increases the probability of reaching my financial goals.

Financial Expertise

7. I understand the potential consequences of not reaching my financial goals.
8. I consider myself to be a sophisticated investor.

The calculator's accuracy and its applicability to your current circumstances are not guaranteed. You should seek advice from your legal, tax or investment advisor prior to implementing any financial or investment strategy. Rates of return (where applicable) are hypothetical, not guaranteed, and do not apply to any specific investment.

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