What Kind of Investor Are You?
A 7-question quiz that scores you across 8 investor archetypes. Get your match + a recommended asset allocation in under a minute.
How it works
- 1. Answer 7 quick questions about how you actually invest (or would invest).
- 2. We score you across 8 archetypes: Boglehead, Value Hunter, Growth Chaser, Income Seeker, Crypto Native, Cautious Saver, Day Trader, Contrarian.
- 3. Get your top match, your second-place alloy, a recommended asset allocation, and famous investors who share your style.
How to use this quiz
This is a 7-question personality quiz for investors. The goal is to identify your dominant investing archetype — the style you'd gravitate to if you had full control of a portfolio and weren't constrained by what your employer offers in the 401(k).
Answer honestly, not aspirationally. If you've never bought a stock in your life, don't pick the option that sounds coolest — pick the one that matches what you'd actually do if your broker put $10,000 in front of you tomorrow. The result includes a recommended asset allocation, but treat that as a starting point, not gospel: your age, tax bracket, net worth, and family situation all shift the right answer.
Most people land 60/40 between two adjacent archetypes — e.g. Boglehead + Value Hunter, or Income Seeker + Cautious Saver. That's the most useful signal in the score breakdown. If your second-place score is within 2 points of your top, lean into the hybrid style rather than picking one camp.
Retake as often as you like — your archetype often shifts as you age, accumulate assets, or go through your first bear market. The quiz lives entirely in your browser; nothing is stored.
📚 The 8 Archetypes
A one-line primer on each archetype the quiz scores you against.
- 🟢 The Boglehead — Passive index funds, low fees, set-and-forget. Buys VTI and never looks at it.
- 📘 The Value Hunter — Buys undervalued companies below intrinsic value. Reads 10-Ks for fun.
- 🚀 The Growth Chaser — Momentum, hot sectors, high-multiple disruptors. Aims for the next 10-bagger.
- 💰 The Income Seeker — Dividends, bonds, REITs. Wants cash flow, not price appreciation.
- 🪙 The Crypto Native — Heavy alts, self-custody, DeFi yields. Skeptical of TradFi.
- 🛡️ The Cautious Saver — High-yield savings, CDs, T-bills, short-duration bonds. Preservation first.
- 📈 The Day Trader — Frequent trades, technical analysis, charts over fundamentals. Time > buy-and-hold.
- 🔄 The Contrarian — Fades the crowd, buys fear, sells greed. Often short or hedged.
Build your investor toolkit
Once you know your archetype, these five toolzie calculators help you put it into practice — from the headline number to the per-trade P&L.
- Compound Interest Calculator: Project the long-term growth of any allocation — the core number for Bogleheads and Income Seekers
- ROI Calculator: Score any individual trade or position — Value Hunters and Day Traders live here
- Portfolio Diversification Score: See if your portfolio is concentrated or properly spread — every archetype needs this check
- Inflation Calculator: Check whether your projected return actually beats inflation — the Cautious Saver's first question
- Net Worth Calculator: Track the headline number — how your archetype's choices move the most important line on your balance sheet
Disclaimer: This quiz is for educational and entertainment purposes. It's not investment advice, not a substitute for a financial advisor, and not a regulated KYC questionnaire. Asset allocation recommendations are general starting points — your personal situation (age, income, tax bracket, dependents, liquidity needs, net worth) is the dominant input. Consult a fee-only fiduciary advisor before making large allocation changes. Past performance of any archetype is no guarantee of future results.