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.
Name *
Your answer
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
We'd love to help you learn even more than you already know! May we add you to our subscribers so we can follow up from this quiz?
Enter your email address if you'd like us to follow up with you. Don't worry, this part isn't scored 😉
Your answer
Submit
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy