Find a suitable investment strategy.
Your investment strategy should reflect the kind of investor you are—your personal investor profile. This Free online tool will help you determine your profile and then match it to an investment strategy that’s designed for investors like you.
This online tool measures two key factors:
Your Time Horizon Score
When will you begin withdrawing money from your investment accounts 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 more comfortable with a portfolio that has greater appreciation potential and a higher risk level.
YOUR RISK TOLERANCE
How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important to select investments that fit within your risk tolerance level.