What Kind of Investor Are You ? What Kind of Investor Are You ? Name Email What type of securities do you own? Individual stocks and bonds based on my own research. Select mutual funds based on 1, 3, 5-year performance. Own diversified portfolio of Index Funds and ETFs. Rely on someone to select investments for me. Who do you listen to for investment advice? I subscribe to newsletters and attend presentations. I read articles on the internet or see / listen to experts on tv / radio. Friends / Neighbors. I work with an advisor at an investment company. Do you enjoy reading financial news? Absolutely! I need to be ready to act. Sure, occasionally. If it captures my interest. No. Please don’t make me! Do you have a financially-savvy friend, relative, or advisor to discuss investing with? Of course! Several! Financially savvy people seek me out to talk about investing. Sometimes it comes up in conversation. No, I prefer not to talk about investing. How much time per month do you want to devote to managing your finances? I want to stay on top of my investments and not miss out on opportunities. I like to be organized and maintain a regular sense of my finances. Enough to make informed decisions. As little as possible. How do you deal with the ups and downs of investment performance? I want to be nimble, a step ahead catching the ups while avoiding market downs. I keep an extra cushion of cash to buy when the market dips and ride out the downs. I accept market turbulence and sleep just fine at night. I don’t pay attention to what happens from day to day.