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.
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The number of positions in my portfolio is usually
more than 100
I don’t know
When you put in an order, do you put in a stop-loss order at the same time?
Will you -- regularly or occasionally -- take short positions?
What factors determine whether you will make an investment (check all that apply):
The market’s trend
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
Do you ever use some form of technical analysis?
As one of a number of tools
I usually put no more than a small percentage (for example, less than 10%) of my portfolio in any single investment.
I will sometimes use futures, options, warrants, or other derivatives.
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
When I’m on vacation, I regularly check the prices and keep up to date on the progress of my investments.
I spend a fair amount of time investigating before I ever place an order with my broker.
My style of investing means that sometimes I have to be up at odd hours of the night.
If you’d bought stock in Widgets Inc at $2 per share and it’s now $1 per share what would you do?
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
How many different positions usually make up half your portfolio?
more than 50
I don’t know
I follow a mechanical or computerized trading system.
I follow strict money management rules to limit the risk of any single investment to the total value of my portfolio.
I’m actively in the market, buying or selling...
Several times a week
Several times a month
Every month or so
Several times a year
I always close out some (or all) of my positions before I go on vacation.
I feel I understand the laws of probability and am comfortable applying them when I need to.
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.
I’m happy to put a large portion of my portfolio -- a quarter or so and sometimes even more -- into a single investment.
I’m willing to take a position based on incomplete information...sometimes even “gut feeling” or “instinct”.
I will take a large number of positions from within a narrowly defined class of investments.
When making decisions, I tend to procrastinate more often than not.
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
When I take a position I normally expect to hold it for...
A few days or less
A month or two
More than 5 years
Until I’m stopped out
I don’t know
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).
I make the same kind of investments over and over again.
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