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Investor Calculator2020-09-24T18:23:24+12:00

Sorted Investor Kickstarter Tool

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:

Defensive2020-07-14T17:05:20+12:00

A defensive investor:

  • Requires investments to be protected to minimise ups and down in value
  • Is prepared to accept lower long-term returns
  • May need regular income from their investments

What mix of investments suits a defensive investor?

To achieve the results you are looking for as a defensive investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, a defensive investor might have:

Conservative2020-07-15T12:23:12+12:00

A conservative investor:

  • Looks to minimise ups and downs in the value of their investments
  • Is prepared to accept lower returns
  • May need regular income from their investments

What mix of investments suits a conservative investor?

To achieve the results you are looking for as a conservative investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, a conservative investor might have:

Balanced2020-07-15T13:32:05+12:00

A balanced investor:

  • Tolerates some ups and downs in the value of their investments
  • Can achieve good returns over the long term
  • Needs minimal income from their investments

What mix of investments suits a balanced investor?

To achieve the results you are looking for as a balanced investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, a balanced investor might have:

Growth2020-07-15T13:02:02+12:00

A growth investor:

  • Accepts significant ups and downs in the value of their investments
  • Can achieve high returns over the long term
  • Needs minimal income from their investments

What mix of investments suits a growth investor?

To achieve the results you are looking for as a growth investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, a growth investor might have:

Aggressive2020-07-15T13:08:07+12:00

An aggressive investor:

  • Accepts extreme ups and downs in the value of their investments
  • Can achieve higher returns over the long term
  • Does not need regular income from their investments

What mix of investments suits a growth investor?

To achieve the results you are looking for as an aggressive investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, an aggressive investor might have:

Need help finding out what type of investor you are? See below the Investor Kickstarter tool by Sorted.

Sorted Investor Kickstarter Tool