Investor Quiz | Wisdom Financial Services, L.L.C.

Investor Quiz

Below are the "Must Answer Questions" that every investor should be familiar with 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.

See if you can answer "yes" to the following questions. Remember, you must be 100% confident that you know the answer in order for it to qualify as a "yes" answer. A properly educated investor should be able to answer "yes" to most all of these questions. If you are not able to answer "yes", then give us a call at (800) 959-8485 to learn how we can help you become a more educated investor.

Have you discovered your True Purpose for Money, that which is more important than money itself?

Are you invested in the Market?

Do you know how the market works?

Have you defined your Investment Philosophy?

Have you identified your personal risk tolerance?

Do you know how to measure diversification in your portfolio?

Do you consistently and predictably achieve market returns?

Have you measured the total amount of commissions and trading in your costs in your portfolio?

Do you know where you fall on the Markowitz Efficient Frontier?

When it comes to building your investment portfolio, do you know exactly what you are doing and why?

Are you working with a financial coach versus a financial planner?

Do you have a customized lifelong game plan to guide all of your investing and spending decisions?

Do you have an Investment Policy Statement?

Have you devised a clear-cut method for measuring the success of failure of your portfolio?

Do you fully understand the implications and applications of diversification in your portfolio?

Do you have a system to measure portfolio volatility?

Are you aware of the costs associated purchasing commission-based products?

Do you know the three warning signs that you may be speculating with your money versus prudently investing it?

Can you identify the cultural messages and personal mind-sets about money that destroy your investing peace of mind?

Are you ready to shift your experience of money and investing from a scarcity mode to an abundance mode - where you can live your life rather that obsess about your assets?

You have completed the quiz.
See your results below.

1. Are you invested in the market?

2. Do you know how markets work?

3. Have you defined your investment philosophy?

4. Have you identified your personal risk tolerance?

5. Do you have a system to measure diversification in your portfolio?

6. Do you have system to measure the volatility in your portfolio?

7. Do you consistently and predictably achieve market returns?

8. Have you measured the total amount of commissions and costs in your portfolio?

9. Do you have an Investment Policy Statement?

10. Do you know the 3 warning signs that you or your advisor are gambling and speculating with your money versus prudently investing it?

11. Are you working with a financial coach versus a financial planner?

12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions?

13. Do you have an Investment Policy Statement?

14. Have you devised a clear-cut method for measuring the success of failure of your portfolio?

15. Do you fully understand the implications and applications of diversification in your portfolio?

16. Do you have a system to measure portfolio volatility?

17. Are you aware of the costs associated purchasing commission-based products?

18. Do you know the three warning signs that you may be speculating with your money versus prudently investing it?

19. Can you identify the cultural messages and personal mind-sets about money that destroy your investing peace of mind?

20. Are you ready to shift your experience of money and investing from a scarcity mode to an abundance mode - where you can live your life rather that obsess about your assets?