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Self Assessment

Does your portfolio need a second opinion? Take this quiz to rate your investment portfolio!

 

Is your investment portfolio simple and easy to understand?	YesNoDon't know
Is your investment portfolio designed to earn the correct rate of return?	YesNoDon't know
Do you know the percentage of your portfolio that is in equity vs. fixed income investments?	YesNoDon't know
Do you know the risk in your portfolio, e.g., how your portfolio would drop in a 30% bear market?	YesNoDon't know
Do you know the rate of return your portfolio earned over 1, 3, and 5 years?	YesNoDon't know
Do you know how your investment performance compares with a benchmark?	YesNoDon't know
Do you have an investment process that you follow?	YesNoDon't know
Are changes to your portfolio consistent with your investment strategy?	YesNoDon't know
Is your portfolio income tax efficient?	YesNoDon't know
Do you know what you are paying annually in management fees?	YesNoDon't know

You scored:

Score
0 to 4	You are likely exposing your capital to unnecessary risk and your financial security could also be at risk.
5 to 6	Lots of room for improvement.
7 to 8	Above average - keep up the good work!.
9 to 10	Need a job? Second Opinion Investor Services is always on the look out for high quality investment professionals! Join Us!

 

Even if you scored above average, you can benefit from an independent evaluation of your investment portfolio. Click here to find out how Second Opinion Investor Services can help you.