How Much Do You Know About Investing?
Take this short 10-question quiz and get instant results about your investment knowledge.

You'll instantly see your score when you complete all 10 questions.
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Name *
Do you know how to calculate the amount of money you need to save by retirement? *
1 point
Do you know how to calculate the expected return of your investment portfolio? *
1 point
Do you know the reason it's often counterproductive to use past performance when selecting mutual funds? *
1 point
Did you know that some investment advisers *have to* recommend commission-based products (such as annuities and life insurance)? *
1 point
Do you know the warning signs that your investment manager is speculating—and even gambling—with your money versus prudently investing it? *
1 point
Do you know how to measure and compare all of the costs involved in investing, not just the explicit investment fees but the implicit costs as well? *
1 point
Do you know how to measure the downside risks of investments within your portfolio? *
1 point
Do you have a written portfolio blueprint? One that outlines how your investments are chosen, what your investment philosophy is, and how the day-to-day management of your investment happens? *
1 point
Are you aware of the impact customized tax and distribution strategies can have on retirement income success? *
1 point
Are you aware that Nobel prize-winning research exists about how to successfully build a portfolio? *
1 point
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