To find out what kind of investor you are, simply answer the questions below. The answers with
round checkmarks are either/or, so you can select only one of the choices. In the choices with
square checkmarks, select all that apply.

If, for any of the questions, there's no choice that applies to you, simply leave it blank.
1.The number of positions in my portfolio is usually
1-10
11-25
26-50
51-100
more than 100
I don’t know
2.When you put in an order, do you put in a stop-loss order at the same time?
Yes
No
Sometimes
3.Will you -- regularly or occasionally -- take short positions?
Yes
No
4.What factors determine whether you will make an investment (check all that apply):
The market’s trend
Investor psychology
Investor sentiment
Economic outlook
Annual and quarterly reports, company announcements, SEC filings, and the like
My own evaluations of factors like quality of the company’s management, the company’s competitive environment, its pricing policies and margins, sales forecasts, and so on.
My investment system -- without reference to such factors
Other factors
5.Do you ever use some form of technical analysis?
Yes
No
If yes:
Primarily
As one of a number of tools
6.I usually put no more than a small percentage (for example, less than 10%) of my portfolio in any single investment.
Yes
No
7.I will sometimes use futures, options, warrants, or other derivatives.
Yes
No
If yes:
To hedge part of all of my portfolio -- to lock in profits or as “insurance” against some unexpected event
To gain leverage on a stock when I think something is about to happen
For “butterfly” or similar spread strategies on options or futures
As part of my investment system
Other
8.When I’m on vacation, I regularly check the prices and keep up to date on the progress of my investments.
Yes
No
9.I spend a fair amount of time investigating before I ever place an order with my broker.
Yes
No
10. My style of investing means that sometimes I have to be up at odd hours of the night.
Yes
No
11.If you’d bought stock in Widgets Inc at $2 per share and it’s now $1 per share what would you do?
Average down
My stop-loss took me out automatically
Wait till it gets back to $2 before selling out
I already sold at $1.80
I already sold at $1.80 and went short
I don’t want to think about it
I’m still trying to figure out what I’m going to do
Maybe I’ll sell at $1.10
I thought it was a bargain at $2, so at $1 I’m scooping it up with both hands
12.How many different positions usually make up half your portfolio?
1-5
6-10
11-25
26-50
more than 50
I don’t know
13.I follow a mechanical or computerized trading system.
Yes
No
14.I follow strict money management rules to limit the risk of any single investment to the total value of my portfolio.
Yes
No
15.I’m actively in the market, buying or selling...
Every day
Several times a week
Several times a month
Every month or so
Several times a year
Only occasionally
16.I always close out some (or all) of my positions before I go on vacation.
Yes
No
17.I feel I understand the laws of probability and am comfortable applying them when I need to.
Yes
No
18.My style of investing usually means there can be a fairly long time (i.e., a month or so...or sometimes longer) between one investment and the next.
Yes
No
19.I’m happy to put a large portion of my portfolio -- a quarter or so and sometimes even more -- into a single investment.
Yes
No
20.I’m willing to take a position based on incomplete information...sometimes even “gut feeling” or “instinct”.
Yes
No
21.I will take a large number of positions from within a narrowly defined class of investments.
Yes
No
22.When making decisions, I tend to procrastinate more often than not.
Yes
No
23.Which statements best describe you (check all that apply):
When I’m “hot,” I’m “in tune with the markets.”
I pay more attention to the probabilities than to any particular investment.
If I only got a handful of good investment ideas per year, I might not be happy but I could live with it
24.When I take a position I normally expect to hold it for...
A few days or less
A month or two
6-12 months
2-5 years
More than 5 years
Indefinitely
Until I’m stopped out
I don’t know
25.I expect to lose money a given percentage of the positions I take (e.g., 3 out of 7, 6 out of 10, or some other expected ratio).
Yes
No
26.I make the same kind of investments over and over again.
Yes
No

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