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How many sectors are you invested in?
Single Sector
Two to Four
More than Four
Is your portfolio highly exposed to market declines?
Yes, very much
Somewhat
My portfolio has a low correlation to the market
Is your portfolio composed entirely of traditional asset classes (Stocks and bonds)?
Yes, I only invest in stocks and bonds
No, I have a small exposure to other asset classes
I have a healthy balance among major asset classes
Are you diversified within each asset class you are invested in?
I only have a single investment under each asset class
Two to four investments for each asset class
Five and above for each asset class
Do you invest in both domestic markets and international markets?
Only domestically
Only a small portion invested in global markets
A significant portion of my portfolio is invested in global markets
Do your investments have a high level of correlation between them?
Yes
No
My portfolio has a low correlation to the market
Are your investments diversified by investment horizon?
No, I only focus on short-term investments
Yes, my portfolio is somewhat diversified between short-term and long-term investments
Yes, my portfolio is adequately invested in short-term, medium-term and long-term investments
Is a significant portion of your portfolio invested in a single sector, industry or entity?
Yes, most of my investments are in a specific sector
Somewhat
No, my portfolio is divided adequately between different sectors/ industries
Does your portfolio have any exposure to alternative assets (e.g. illiquid markets such as private equity, real estate, and private credit)?
No, I only invest in traditional/ liquid assets
Yes, however my exposure to alternative asset classes is limited
Yes, I have sufficient exposure to alternative asset classes
Is your portfolio diversified by vintage (i.e. were most of your investments made around the same time or were they staggered over a longer period)?
Most of my investments were made in a single year
My investments were made in a few intervals over more than one year
I tend to invest regularly over time
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