Investor strategy worksheet

Knowing your goals and your comfort with risk can help you pick the best funds for you.

What kind of investor are you?

1 - When do you want to start using the money you save?

2- What matters most?

3- How do you feel about risk?

4 - The value of one of your funds suddenly drops by 20%. What do you do?

5 - Over time, you're likely to make more money if you invest in riskier funds. Knowing this, what do you do?

6 - You have a choice between three funds, with three possible outcomes for the money you invest. Which do you choose?

7 - You're checking up on your savings, and realize you may not hit your goal in time. What do you do?

8 - How do you feel about hitting your savings goal?