Investor Profile

What does you score mean?

Match up your score to the profile


If you are a conservative investor, you consider investment losses in any given year to be unacceptable. You like your investments to offer security.

MODERATE (11 – 30)

If you’re moderate, this means you don’t mind a little bit of fluctuation in your investment returns, but you would be uncomfortable with significant ups and downs.

BALANCED (31 – 55)

As a balanced investor, you prefer a consistent growth pattern with few fluctuations.

GROWTH (56 – 75)

If you are a growth investor, you are willing to take a higher risk with your money in order to achieve potentially higher returns.

AGGRESSIVE (76 or more)

Aggressive investors want long-term growth and you understand that a loss in one year may be the price you have to pay to achieve longer term growth.