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Sg stories hub investment personality quiz x y

Are you a risk taker or a safe player when it comes to investments? Take the quiz and find out

What is your Investment Personality?

When it comes to investments, are you a risk taker? Or do you tend to invest small amounts in carefully researched funds? 

The way each of us approaches investments can vary greatly and have a huge impact on our financial future. Take this quiz to see what your financial choices may say about your Investment Personality.

When you think about investing, how does it make you feel?

(A) It’s a good idea, but I have no idea where to start

(B) I do invest, but in nothing too risky 

(C) I think investing is a wise decision since my investments help me meet my financial goals

(D) I can’t wait to find the hottest new investment opportunity!

How would you best describe your current investment situation?

(A) I’ve been focusing on savings but want to start investing now

(B) I prefer time deposits and bonds as they offer a regular income stream and security

(C) I have some small investments but would like to grow my capital and returns for the long-term

(D) I am all about whatever will get me quick and high returns

How much volatility can you handle when it comes to your investments?

(A) I’d prefer none!

(B) I wouldn’t invest in anything I thought was volatile

(C) I’m willing to accept some ups and downs and average returns as long as I don’t lose too much money

(D) I can handle volatility – you have to be in it to win it

How much information do you need to make buy, sell or hold decisions?

(A) I haven’t made any such decision yet

(B) I read company updates and news articles regularly to help me make the best decision

(C) I educate myself as much as I can before taking the plunge, but sometimes I consult friends or go with my gut

(D) I regularly consult SGX filings, industry forums and trade journals to make sure I’m ahead of the game 

When it comes to your financial matters, which of these statements do you most agree with?

(A) I’m not sure how and where I should invest my money

(B) I need to spend time understanding any potential investment, even if it means missing out on opportunities by doing so

(C) I don’t think I miss out when it comes to money-making opportunities but I’m always happy to hear more ideas

(D) I’m always investing in something

Mostly A's: The Newbie Investor

You care about creating a financially-sound future because you want to maintain a comfortable standard of living. But being new to investing, you may be unsure about where to start – and there’s no harm in asking for advice. If you are looking to build a comfortable nest egg, how about speaking to our expert financial advisors about your desire for higher returns?

*Remember, this quiz is just for fun. If you would like to have a better understanding of investment and savings, we can help to arrange a session with our financial advisor, who will help you to identify your investment profile and recommend the types of investments available. Chat with us now to reach out to a financial advisor.

Mostly B's: The Cautious Investor

You are risk-averse and prefer to invest in financial products that you are familiar with. You are willing to consider lower returns in exchange for less volatile investment performance. If you’re considering other investment opportunities suited to your risk profile, how about speaking to our expert financial advisors? 

*Remember, this quiz is just for fun. If you would like to have a better understanding of investment and savings, we can help to arrange a session with our financial advisor, who will help you to identify your investment profile and recommend the types of investments available. Chat with us now to reach out to a financial advisor.

Mostly C's: The Balanced Investor

You tend to take a more balanced approach to your investments, in that you’re neither too risk-averse nor too quick off the mark. You keep up with current investment trends and have been known to take calculated risks. If you’re looking to expand your investment portfolio, how about speaking to our financial advisors on the available opportunities, according to your needs?

*Remember, this quiz is just for fun. If you would like to have a better understanding of investment and savings, we can help to arrange a session with our financial advisor, who will help you to identify your investment profile and recommend the types of investments available. Chat with us now to reach out to a financial advisor.

Mostly D's: The High-Flying Investor

You have an aptitude for sniffing out great new investment opportunities, and nothing excites you more than a new idea. You handle setbacks with confidence and faith as you know that some risk-taking is necessary to achieve long-term growth in your portfolio. If you’re looking for advice on investment opportunities that help achieve even higher returns, how about speaking to our experienced financial advisors?

*Remember, this quiz is just for fun. If you would like to have a better understanding of investment and savings, we can help to arrange a session with our financial advisor, who will help you to identify your investment profile and recommend the types of investments available. Chat with us now to reach out to a financial advisor.

Do you agree with the quiz results and see yourself falling into one of the categories?  Are you looking to change your current approach to investment?

To find out more, talk to our financial advisors today. Get in touch with us.

Alternatively, log onto Mobile Banking or Online Banking to chat with us and we will help to connect you to a financial advisor.