Below are the Must Answer Questions that every investor should work to answer if they want to achieve investing confidence and peace of mind. The battle for sound investing is often created between your two ears. In other words, if you are not an educated investor then you are easily susceptible to fear, anxiety, stress and confusion regarding your important investment decisions.

Remember, you must be 100% confident that you know the answer in order for it to qualify as a “yes”.

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Investor Quiz

First Name

Email Address

Are you invested in the market? *

This should be an easy one!

Yes

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.

Yes

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?

Yes

Have you identified your personal risk tolerance? *

At what negative return level do you become unable to “hang in there” when markets are down?

Yes

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?

Yes

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?

Yes

Do you consistently and predictably achieve market returns? *

The vast majority of investors don’t.

Yes

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.

Yes

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.

Yes

Do you know the three warning signs that you or your advisor are gambling and speculating with your money versus prudently investing it?*

Yes

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Investor Quiz

See if you can answer “yes” to the following questions.

Investor Quiz

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