A Guide to Your Investing Identity
Knowing what investments you need means understanding who you are as an investor.
Consider Who You Are
Many people say they want growth, but at the first sign of market trouble, they might second-guess that plan. Some may try an aggressive approach without considering the risks involved. Others think they’re comfortable in conservative investments but don’t know what they could be missing in the long run.
What about you? While there are no simple answers, consider the following questions and explore how much you know about your investments—and yourself.
How would you describe your investment knowledge and experience?
What’s your general plan for investment growth?
How would you describe your current and future income sources?
Are you on track for your goal, based on your current age and income?
How do I know if I'm on track? Read Checkpoints: Have I Saved Enough to learn more.
How much of your portfolio is currently in stocks (individual stocks or stock mutual funds)?
What kind of stocks do you own?
Next Steps
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Explore growth and what it means for your portfolio.
Gauge whether you’re saving enough.
Learn more about the options available to you.
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Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
This information is for educational purposes only and is not intended as investment or tax advice.
Rebalancing allows you to keep your asset allocation in line with your goals. It does not guarantee investment returns and does not eliminate risk.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.