How would you like to apply? What is your Investment Personality? When you think about investing, how does it make you feel? How would you best describe your current investment situation? How much volatility can you handle when it comes to your investments? How much information do you need to make buy, sell or hold decisions? When it comes to your financial matters, which of these statements do you most agree with? Mostly A's: The Newbie Investor You care about creating a financially-sound future because you want to maintain a comfortable standard of living.
Mostly B's: The Cautious Investor You are risk-averse and prefer to invest in financial products that you are familiar with. Mostly D's: The High-Flying Investor You have an aptitude for sniffing out great new investment opportunities, and nothing excites you more than a new idea. Related Links. Take this short, 5-question quiz to test yourself and find out your investor risk profile! Remember to have a pencil and paper handy, so you can write down your points.
Add your points up at the end to see what type of investor you are. Your friend tells you he just saw a new pair of limited edition shoes that are selling out fast.
The store closes in 5 minutes, and there is no time to try them on. Final question. Your usual is still on the menu. You may not make a lot of money instantaneously with your investments, but over time, your nest egg will grow. Usually, you seek comfort in investments with nominal risk.
FAQs Retirement Benefits. Expect more from your plan? Request a Quote. Has your plan been reviewed lately? Request a Complimentary Benchmark Review. Unhappy with your current plan? What kind of investor are you? The Fundamentals of Your Personal Investment Portfolio Effective retirement planning is more than just picking the funds that have had the best performance over the past year.
Neither the principal nor the underlying assets of target date portfolios are guaranteed at any time, including the target date. Investment risk remains at all times. Asset allocation and diversification do not ensure a profit or protect against a loss.
Be sure to see the relevant prospectus or offering document for full discussion of a target date investment option including determination of when the portfolio achieves its most conservative allocation. Generated descriptions are as a result of users selected answers to questions.
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