info@smartplaninvesting.com
Atlanta GA. 770-450-6625_ Jupiter, FL 561-744-9547

Investor Quiz

Below are the Must Answer Questions that every investor should work to answer if they want to achieve investing confidence and peace of mind.

See if you can confidently answer “yes” to the following questions.

Have you discovered your True Purpose for Money, that which is more important than money itself?

YES NO
Are you invested in the market?
YES NO
Do you know how markets work?
YES NO
Have you defined your investment philosophy?
YES NO
Have you identified your personal risk tolerance?
YES NO
Do you know how to measure diversification in your portfolio?
YES NO
Do you consistently and predictably achieve market returns?
YES NO
Have you measured the total amount of commissions and costs in your portfolio?
YES NO
When it comes to building your investment portfolio, do you know exactly what you’re doing and why?
YES NO

Do you know where you fall on the Markowitz Efficient Frontier?
YES NO
Are you working with a financial coach versus a financial planner?
YES NO
Do you have a customized lifelong game plan to guide all of your investing and spending decisions?
YES NO
Do you have an Investment Policy Statement?
YES NO
Have you devised a clear-cut method for measuring the success or failure of your portfolio?
YES NO
Do you fully understand the implications and applications of diversification in your portfolio?
YES NO
Do you have a system to measure portfolio volatility?
YES NO
Are you aware of the cost associated with purchasing commission-based products?
YES NO
Do you know the three warning signs that you may be speculating with your money versus prudently investing it?
YES NO
Can you identify the cultural messages and personal mindsets about money that destroy your investing peace of mind?
YES NO
Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode – where you can live your life rather than obsess about your life rather than obsess about your assets?
YES NO

Blue Money platform is one tool that we offer. It’s complimentary. Contact Us to set up your own Blue Money dashboard.

All done! Calculate 5 points for every YES answer:

90-100 Amazing Investor Congratulations! You are among the most educated, diligent and confident investors. You have experience in the investment markets and understand what it takes to be successful. Now is the time to support your current knowledge with discipline and educational reinforcement.

70-80 Better Investor. As a Better Investor, you have been around the block a time or two and maybe have had some less than successful investing experiences. Now is the time to expand your knowledge about investing and begin to make some solid choices about your financial future. To achieve this, seek answers to to the questions you missed.

50-60 Common Investor. You are not alone. Like many investors, you may frequently find yourself uncertain and confused about how to make the right investment choices. If you don’t already have an Investor Coach that you trust completely, now is the time to build a relationship to last a lifetime.

30-40 Discouraged Investor. It’s easy to feel discouraged when you have been doing what you thought were the right things with your money without success. You may have followed all the advice that you’ve read in financial magazines and newspapers, yet you are not getting the exponential results you had expected. Increase your IQ and find out what methods will work for you.

0-20 Frustrated/New Investor. Flustered and confused, you may wonder where to begin – how is it even possible to wade through all of the information that “savvy” investors just seem to “get.” Sort through the chaos and find a path that is right for you.

Begin by asking our Investor Coaches some probing questions of your own!

Take the next step!