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The Investor Quiz asks the Must Answer Questions that every investor should work to answer if they want to achieve investing confidence and peace of mind. The traditional planning model does little to educate investors and help them deal with the instincts and emotions that are the root of a poor investment experience. If you are not an educated investor then you are easily susceptible to fear, anxiety, stress and confusion regarding your important investment decisions.
See if you can answer “yes” to the following questions. Remember, you must be 100% confident that you know the answer in order for it to qualify as a “yes” answer.
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Give yourself 5 points for every “YES” answer.
45–50: Amazing Investor:
Congratulations! You are among the most educated,diligent, and confident investors. You have experience in the investment markets and understand what it takes to be successful. Now is the time to support your current knowledge with discipline and educational reinforcement.35–40: Better Investor:
As a Better Investor, you have been around the block a time or two and maybe had some less than successful investing experiences. Now is the time to expand your knowledge about investing and begin to make some solid choices about your financial future. To achieve this, seek answers to the questions you missed.25–30: Common Investor:
You are not alone. Like many investors, you may frequently find yourself uncertain and confused about how to make the right investment choices. If you don’t already have an Investor Coach who you trust completely, now is the time to build a relationship to last a lifetime.15–20: Discouraged Investor:
It’s easy to feel discouraged when you have been doing what you thought were the right things with your money without success. You may have followed all of the advice that you’ve read in financial magazines and newspapers, yet you are not getting the exponential results you had expected.0–10: Frustrated Investor:
Flustered and confused, you may wonder where to begin –how is it even possible to wade through all of the information that you are being bombarded with on a daily basis. Sort through the chaos and find a path that is right for you.
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Question 1 of 10
1. Question
Are you invested in the market? (This should be an easy one!)
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Question 2 of 10
2. Question
Do you know how markets work? (Do you understand the underlying dynamics of the market? If not, you are setting yourself up for stress and anxiety when the markets underperform.)
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Question 3 of 10
3. Question
Have you defined your investment philosophy? (Do you believe that markets are efficient or do you believe that markets are inefficient? Does your investment strategy match your investment philosophy?)
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Question 4 of 10
4. Question
Have you identified your personal risk tolerance? (At what negative return level do you become unable to “hang in there” when markets are down?)
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Question 5 of 10
5. Question
Do you have a system to measure diversification in your portfolio? (Does owning lots of stocks or mutual funds equal diversification? Will all of your holdings move down together during the next market downturn?)
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Question 6 of 10
6. Question
Do you have system to measure the volatility in your portfolio? (If you can’t measure the risk or volatility then how can you expect to control it?)
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Question 7 of 10
7. Question
Do you consistently and predictably achieve market returns? (The vast majority of investors don’t.)
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Question 8 of 10
8. Question
Have you measured the total amount of commissions and costs in your portfolio? (There are often fees and expenses that are not easily visible to the investor)
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Question 9 of 10
9. Question
Do you have an Investment Policy Statement? (This is mandatory for qualified pension plans. If it is good for them it may also good for you.)
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Question 10 of 10
10. Question
Do you know the three warning signs that you or your advisor are gambling and speculating with your money versus prudently investing it?
