Find out which investment portfolios are best suited for you!
How much experience do you have in investing?
I'm an experienced investor and am able to manage my own portfolios.
I have a fair amount of experience in investing, but not enough to do it all on my own
I have some experience, but don't know much about investing
I am completely new to investing
How long can you wait before withdrawing your investment returns?
(For a retirement portfolio, this would be the number of years to retirement)
More than 10 years
6 - 10 years
3 - 5 years
2 - 3 years
What's your risk appetite like?
I am willing to take on large amounts of risk (potentially losing >25% in a single year) for the chance at out-sized investment returns
I'm willing to take on significant risk (potentially losing 15%-25% in a single year) for the chance at above-average investment returns
I'm willing to take on a moderate amount of risk (potentially losing 5%-15% in a single year) for the chance at moderate investment returns
I'm unwilling to take on much risk (potentially losing 5% in a single year), and will accept smaller investment returns
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