Investor Profile
What does you score mean?
Match up your score to the profile
CONSERVATIVE (0 – 10)
If you are a conservative investor, you consider investment losses in any given year to be unacceptable. You like your investments to offer security.
MODERATE (11 – 30)
If you’re moderate, this means you don’t mind a little bit of fluctuation in your investment returns, but you would be uncomfortable with significant ups and downs.
BALANCED (31 – 55)
As a balanced investor, you prefer a consistent growth pattern with few fluctuations.
GROWTH (56 – 75)
If you are a growth investor, you are willing to take a higher risk with your money in order to achieve potentially higher returns.
AGGRESSIVE (76 or more)
Aggressive investors want long-term growth and you understand that a loss in one year may be the price you have to pay to achieve longer term growth.