Behavioural loss tolerance: Med. to high
Behavioural Loss Tolerance
Shows how much loss you can emotionally handle without making impulsive or irrational decisions.
Low
Medium
High
Your Investment Personality
The Visionary Explorer
Routine bores you. You are driven by curiosity, ambition, and a desire to uncover the next big opportunity. You have a great tendency to spot investment opportunities ahead of the curve and are not afraid to venture into uncharted territory - whether it's emerging markets, disruptive technologies, or unconventional assets. You are long-term oriented but often struggle with staying disciplined and maintaining consistency.
Behavioural loss tolerance: Med. to high
Behavioural Loss Tolerance
Shows how much loss you can emotionally handle without making impulsive or irrational decisions.
Low
Medium
High
Strengths
High adaptability
Ability to adjust trading strategy and portfolio based on current market conditions and trends.
Intuitive
Ability to spot new and disruptive sectors & opportunities early.
Broad-minded
Diversifies to reduce overall portfolio risks and allow exposure to long-term growth potential.
Curiosity
Tendency to seek new investment information to help with decision making.
Confident
Self-assured and seize opportunities that others might hesitate to pursue.
Creative
Ability to think outside the box helps develop unique investment approaches and solutions.
Weaknesses
Lack of discipline
Constantly changes trading strategies and rules.
Over-diversification
Wanting to invest in everything.
Over-trading
Frequent portfolio adjustments due to curiosity and boredom.
Speculative
Over-allocates to high-risk assets.
Your investment style is Growth investing
Here are some options often associated with this investment style:
Growth Index Funds
Track a stock market index composed of growth-oriented stocks, offering exposure to companies with above-average earnings growth.
Thematic Funds
Invest in trends or sectors like alternative energy, big data, robotics and artificial intelligence through thematic funds that offer targeted growth potential.
Why?
Growth Index Funds or Thematic Funds capture emerging market trends without stock-picking chaos.
Watch out for...
Over-diversification and constantly switching around trading strategies.
Ready to build your portfolio?
Separate Goals & Speculations
Separate long-term investment account from 'speculative' account.
Invest Steadily, Grow Smart
Automate investments with Dollar-Cost Averaging into low-cost Growth Index Funds based on your investment horizon.
Play Small, Stay Balanced
Limit 10-20% of your remaining funds for active stock picking or thematic plays.
The investor’s bookshelf
These are some independent resources for further learnings based on your personality.
Common Stocks and Uncommon Profits - Philip Fisher
Guides growth-oriented investors in spotting trends without overtrading.
Mastering the Market Cycle - Howard Marks
Teaches how to adapt to market cycles while avoiding overconfidence in trends.
How to Trade in Stocks - Jesse Livermore
Teaches valuable strategies and principles on market timing, trend analysis, psychology, and risk management.
