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1. I really enjoy managing my money.
True False
2. I have a sufficient investment background to competently manage my money.
3. I don't have fiduciary responsibility for a pension/profit-sharing plan.
4. The time it takes to manage my money is fine with me.
5. I always know what my long-term return has been versus the market.
6. I can accomplish my long-term financial goals without the help of an adviser.
7. I am not overburdened or overwhelmed with financial information.
8. I always make investment decisions based strictly on the facts. No emotions involved.
9. I am not afraid to sell a losing position.
10. I tend to let my profits run.
11. There's someone in my family or company to run the portfolio(s) if something happens to me.
12. I pay careful attention to taxes in managing my money.
13. I have not recently separated or divorced.
14. My health is good to excellent.
15. I prefer individual securities to mutual funds.
16. I could financially sustain a substantial drop in my portfolio(s).
17. I am patient enough to let a proven strategy prove itself even though it may be out of favor for several years.
18. I know how to insulate my money from a lengthy bear market.
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