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.
❓ Frequently Asked Questions
Take the free 7-question quiz above to find out. The quiz scores you across 8 archetypes (Boglehead, Value Hunter, Growth Chaser, Income Seeker, Crypto Native, Cautious Saver, Day Trader, Contrarian) and returns the one matching your style, plus a recommended asset allocation.
Yes — they're a synthesis of the three standard risk-profile frameworks (conservative / moderate / aggressive), the Fama-French factor model (value, growth, size, momentum), the dividend-growth investor literature, and the standard crypto/on-chain trader taxonomy. They're a fun way to identify your dominant style, not a substitute for a formal KYC risk-tolerance questionnaire from a registered advisor.
Mostly yes — your archetype reflects both your psychological tolerance for volatility and your time horizon, which are the two biggest drivers of appropriate asset allocation. If the recommended allocation feels too aggressive or too conservative for you, that's a signal to talk to a fee-only fiduciary advisor before making big allocation changes.
Yes — most real investors are blends. The quiz returns your dominant archetype (highest score) and also shows your second-highest score. Many people land 60/40 between two adjacent types (e.g. Boglehead + Value Hunter, or Income Seeker + Cautious Saver). The second-place score is a useful signal for which sub-style of your dominant type to lean into.
No — everything is computed in your browser. No data is sent to any server, no cookies are set, no login is required. You can retake the quiz as many times as you want by clicking "Retake quiz" at the bottom of the result.
📚 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.