What Is Your Investing Personality Quiz

Investing is a personal journey, and everyone has their own unique approach. To uncover your investor type, answer the questions below. Make sure to note the letters for each response, and when you’re finished, tally them up to reveal which investor profile best matches your style!

1. When considering an investment, what's the first thing you do?
   1. Research the company’s financials and look at long-term trends
   2. Make sure it’s low-risk and will help preserve my wealth
   3. Gather information to form my own opinion
   4. See if it’s currently trending or being talked about
2. How do you feel about taking risks with your investments?
   1. I take calculated risks based on careful research
   2. I avoid risk as much as possible
   3. I’m willing to take some risks if it fits into my investment strategy
   4. The bigger the risk, the bigger the reward!
3. How do you approach making changes to your portfolio?
   1. I only make changes after carefully analyzing all the information
   2. I avoid making changes unless absolutely necessary
   3. I review it regularly but don’t make drastic changes unless needed
   4. I make changes regularly in response to market conditions
4. How do you react when the market is volatile?
   1. I stay calm and stick to my strategy
   2. I get nervous but avoid making any rash decisions
   3. I review my portfolio and make minor adjustments if needed
   4. I react quickly and adjust my investments to take advantage of short-term trends
5. Where do you usually get investment advice?
   1. From reputable sources, data analysis, and research
   2. I rely on a wealth manager or financial advisor
   3. I seek out multiple perspectives but ultimately trust my own judgment
   4. From forums, social media, or friends with successful portfolios
6. What's your priority when it comes to investing?
   1. Long-term growth for future financial security
   2. Preserving the wealth I’ve accumulated
   3. Having as much control over my financial future as possible
   4. Seizing opportunities to make large gains quickly
7. How much time do you spend managing your investments?
   1. A significant amount; I want to understand every detail.
   2. Not much. I prefer to leave it to professionals.
   3. I spend a good amount of time but don’t let it consume my life
   4. I’m constantly checking and tweaking things based on new trends

Results:

• Mostly A's: You’re a Methodical Investor – You believe in strategic, data-driven decisions. You’re cautious and do your research, but you’re not afraid to take calculated risks. You may benefit from joining groups and associations focused on advancing women’s financial literacy and success. This will allow you to build a network of financial experts and experienced investors who can provide reliable information and resources for your review.
• Mostly B's: You’re a Cautious Investor – Stability is your top priority. You tend to avoid risk and prefer the guidance of professionals to preserve your wealth. Working with a financial advisor or wealth management professional may help to ease some of your anxiety around investing. They will help you create a tailored approach to investing that matches your financial goals and priorities.
• Mostly C's: You’re an Individualist Investor – You’re confident in your own research and take an independent approach. You’re open to risks, but only when you’ve analyzed the facts and the risk fits into your investing strategy. There is no shortage of information available to you, so take advantage of the rapidly growing supply of women’s financial information resources like books, podcasts, online communities, and more to continue learning about the investment space.
• Mostly D's: You’re a Spontaneous Investor – You like to live in the moment and are willing to take bigger risks for the chance of bigger rewards. You react to market fluctuations but may benefit from more consistency and strategy. Consider conducting more thorough research before making any investment decisions, and don’t be too quick to chase trends. Working with a financial advisor can help you create a more strategic approach that still aligns with your goals and comfort with risk.