What Is Your Investing Spirit Animal? |

What type(s) of investments do you currently have?

Saving accounts

CDs

401k or 403b

Pensions

Money Markets

IRAs

Stocks

Bonds

None of these

Why did you decide to invest?

Everyone else is doing it.
The potential rewards seemed so appealing at the time.
It’s the smart thing to do.
Investing? Oh, yeah. It’s on my list of things to do.

How do you feel about risk?

I stay away from it as much as possible.
Only if I can wear full body armor.
I look for a sweet spot – not too much, not too little.
The higher the risk, the more interested I become.
I have no fear — bring it!

Pick the statement that best describes your investing philosophy.

Balanced and
diversified

Prepared
with a plan

Marathon
not a sprint

Cautious
and careful

Research and
knowledge

Aggressive,
risk-taker

Quick-fixer:
buy, sell, now!

Go with my
gut feeling

Still discovering

Don’t know
where to start

See how your answers rate against people like you.

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