Step One: Find out what type of investor you are
Within the investment industry, there are 5 types of investors. What type of investor you are will ultimately depend on your appetite for risk.
If you need help finding out what type of investor you are, use the Sorted Investor Kickstarter questionnaire. On completion of the questionnaire, you’ll receive a chart that will show what mix of investment asset classes are right for your investor type. Alternatively, click on each investor type below to reveal a description of the investor type and the matching asset allocation chart. The 5 investor types are listed below in order of those who prefer low-risk to those who are comfortable with high-risk:
Step Two: Choose your investments accordingly – Asset allocation
What you invest in is a personal choice. You may choose to structure your portfolio using the standard investor type asset allocations mentioned above, or you may choose to do something completely different. If you did want to use the Sorted Investor Kickstarter results as a guide, below is an example of how to match your results to the investment options available on InvestNow.
‘Aggressive investor’ example: