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What Type of Investor are You?

Are you conservative, preferring little risk in your investments? Or do you like to be aggressive, willing to risk capital, in exchange for a higher return? Maybe your comfort level is somewhere in-between. But where? At what level of risk are you comfortable investing?

The problem is, your image of what kind of investor you are may not be accurate. One person’s moderate approach to investing may be seen as aggressive to another. So how do you accurately measure your tolerance for risk against desire for high returns? The Investor Profile Questionnaire will give you a personalized risk score.

Here is How it Works

Every Investor is an Individual

Investment strategy development process flowchart illustration.

What is Your Risk Number?

Investor profile chart with risk tolerance levels.

Align Your Investments With Your Risk Score

JLE Wealth Management uses cutting-edge technology to determine your comfortable level of risk. Charles Schwab quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Score, a numbers that pinpoints a client’s exact comfort zone for downside risk and potential upside gain.

We then build an investment portfolio to match your Risk Score and chart a clearly defined path to your goals.

Click below to find out your Risk Score in just five minutes and start your journey to peace-of-mind investing.

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Find a Suitable Investment Strategy

Your investing strategy should reflect the kind of investor you are—your personal investor profile. This quiz will help youdetermine your profile and then match it to an investment strategy that’s designed for investors like you. The quiz measures two key factors:

Your Time Horizon

When will you begin withdrawing money from your account and at what rate? If it’s many years away, there may be more time to weather the market’s inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.

Your Risk Tolerance

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have thepotential for higher returns. It’s important to select investments that fit within your level of tolerance for this risk.

Time Horizon Questions

Enter the number value for each of your answers.

1. I plan to begin withdrawing money from my investments in:

Time Range Number Value
Less than 3 years 1
3-5 years 3
6-10 years 7
11 years or more 10

2. Once I begin withdrawing funds from my investments, I plan to spend all of the funds in:

Time Range Number Value
Less than 2 years 0
2-5 years 1
6-10 years 4
11 years or more 8

Risk Tolerance Questions

Enter the number value for each of your answers.

3. I would describe my knowledge of investments as:

Knowledge Range Number Value
None 1
Limited 3
Good 7
Extensive 10

4. What amount of financial risk are you willing to take when you invest?

Risk Range Number Value
Take lower than average risks expecting to earn lower than average returns 0
Take average risks expecting to earn average returns 4
Take above average risks expecting to earn above average returns 8

5. Investments you currently own or have owned:

Type of Investments Number Value
Bonds and/or bond funds 3
Stocks and/or stock funds 6
Stocks and/or stock funds
International securities and/or international funds		 8

6. Consider this scenario:

What would you do? Number Value
Sell all of my shares 0
Sell some of my shares 2
Do nothing 5
Buy more shares 8

7. Review the chart below. We’ve outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans.
Which range of possible outcomes is most acceptable to you?

The figures are hypothetical and do not represent the performance of any particular investment.