Investor Personality Assessment

I leg into positions, assessing my decision as I go along

Reading the major news outlets daily is a critical part of my job.

I limit the number of portfolio positions so I can give focus to each one

If an investment is not going well, I am quick to change course.

I invest for the long term.

If the market goes into a downward cascade, I'm there to pick up the pieces.

I will consider return potential only if an investment idea passes a risk hurdle.

I look at how investments affect my portfolio versus a target portfolio

For my investment approach, day-to-day news is mostly noise.

I usually leg into trades gradually.

I care about investor sentiment.

My investment decisions are not affected by market gyrations.

There are hard-earned principles I always adhere to in my investment decisions.

I care about absolute return more than about performance relative to a benchmark.

I realize there are some market events that could crush my portfolio.

I find value in the phrase "cut your losses".

I need to use leverage to be successful with my investment approach.

"Picking up nickels in front of a steamroller" is an apt description of how I look at investing.

I am prepared for substancial stress to my portfolio if there is a major market dislocation

Economic and credit cycles don't really play a part for my investment approach.

I have a governance structure for my investments.

I can afford to sit on a position that is under water.

Relying too much on an investment process can get in the way of investment success

I am the best risk manager for my portfolio

When the market is crashing, I sit on the sidelines.

If the nature of the market changes, I will change my investment approach with it.

Liquidity is important for my investment decisions

I take a lot of small "probing" losses in order to ferret out opportunities

I am willing to take occasional big drawdowns as part of my investment approach

Having the right target or benchmark portfolio is the most important portfolio management decision.