Quiz – Align Your Investments

Question 1 of 6

1. Question

Other people’s portfolios

Specific measurable objectives with timeframes

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Random market rumors

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Daily headlines

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Other people’s portfolios

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Question 2 of 6

2. Question

Legacy goals

Short-term goals

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Long-term wealth goals

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Estate goals

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Legacy goals

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Question 3 of 6

3. Question

Next-week purchase goals

Long-term goals

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Short-term liquidity goals

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Emergency spending goals

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Next-week purchase goals

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Question 4 of 6

4. Question

Random online tips

Genuine risk tolerance

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Their neighbor’s income

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Yesterday’s lottery numbers

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Random online tips

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Question 5 of 6

5. Question

Match each goal horizon to its focus.

Sort elements

Focus on liquidity
Focus on growth
Focus on wealth building

Short-term goals

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Medium-term goals

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Long-term goals

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Question 6 of 6

6. Question

To avoid diversification

Each has distinct risk and return profiles

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To make investing harder

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Because timeframes are irrelevant

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To avoid diversification

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