20 Questions

1. Have you discovered your True Purpose for Money, that which is more important than money itself?
Yes No
2. Are you invested in the Market?
Yes No
3. Do you know how markets work?
Yes No
4. Have you defined your Investment Philosophy?
Yes No
5. Have you identified your personal risk tolerance?
Yes No
6. Do you know how to measure diversification in your portfolio?
Yes No
7. Do you consistently and predictably achieve market returns?
Yes No
8. Have you measured the total amount of commissions and cost in your portfolio?
Yes No
9. Do you know where you fall on the Markowitz Efficient Frontier?
Yes No
10. When it comes to building your investment portfolio, do you know exactly what you are doing and why?
Yes No
11. Are you working with a financial coach, versus a financial planner?
Yes No
12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions?
Yes No
13. Do you have an Investment Policy Statement?
Yes No
14. Have you devised a clear-cut method for measuring the success or failure of your portfolio?Yes No
15. Do you fully understand the implications and applications of diversification in your portfolio?
Yes No
16. Do you have a system to measure portfolio volatility?
Yes No
17. Are you aware of the incentives brokerage firms and the financial community have when selling commission-based products?
Yes No
18. Do you know the three warning signs that you are gambling and speculation with you money, versus prudently investing?
Yes No
19. Can you identify the cultural messages and personal mindsets about money that destroy your peace of mind?
Yes No
20. Are you ready to shift your personal experience of money and investing from a scarcity mode, to an abundance mode?
Yes No

Your Total Score is: out of 100, which is the highest possible score.

What your score means

85-100: Amazing Investor

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

65-80: Better Investor

As a Better Investor, you have been around the block a time or two and maybe 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 the questions you missed.

45-60: 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.

25-40: 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.

0-20: Frustrated Investor

Flustered and confused, you may wonder where to begin–how is it even possible to wade all of the information that you are being bombarded with on a daily basis? Sort through the chaos and find a path is right for you.


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