Finance Quiz - Types Of Investors And Risk Profile

1. Have you earned the majority of your wealth in your lifetime?

Yes

No

2. Have you risked your own capital in the creation of your wealth?

Yes

No

3. Which is stronger: your tolerance for risk to build wealth or the desire to preserve wealth?

Tolerance for risk

Preserve wealth

4. Would you prefer to maintain a degree of control over your investments or prefer to delegate that responsibility to someone else?

Maintain control

Delegate

5. Do you have faith in your abilities as an investor?

Yes

No

6. If you have to pick one of two portfolios, which would it be?

40% stocks; 60% bonds

80% stocks; 20% bonds

7. Is your wealth goal intended to continue your current lifestyle or are you motivated to build wealth at the expense of current lifestyle?

Build wealth

Continue current lifestyle

8. In your work of personal life, are you generally self starter in that you seek out what needs to be done and then do it , or do you normally take direction?

Take direction

Self starter

9. Are you "income motivated" or are you willing to put your capital at risk to build wealth?

Capital at risk

Income motivated

10. Do you believe in the concept of borrowing money to make money / operate business or do you prefer to limit the amount of debt you owe?

Borrow money

Limit debt