« Back to the Investor Classroom

Know Thyself: How Your Needs Will Steer Your Decisions

Step 1: What Do I Need to Consider Before Investing?

Know Thyself: How Your Needs Will Steer Your Decisions Splash image

There are four basic aspects that compose your personal investment profile:

Classroom Steps

  • Your personal tolerance for risk
  • Your return needs and whether you need to emphasize current income or future growth
  • Your time horizon
  • Your tax exposure

Each aspect of your personal investment profile will affect the trade-offs you are willing to make and your ability to reduce risk.

 

Continue to Step 2 »

To read more, please become an AAII member or CLICK HERE.

This article is reserved for the paid membership of AAII.

To gain complete access to this article and all of the member benefits and investment education AAII offers, please take a moment to join AAII today.

As a member of our nonprofit investor association, you'll benefit from our monthly magazine, website, model portfolios, investor classrooms, local chapter network and our unconditional money back guarantee.

Invest the AAII Way

We've been helping investors for over 30 years. Our unique educational directive coupled with winning model portfolios are what every "do it yourself" investor needs to successfully grow and manage investment wealth.

Read this entire article instantly when you sign up »

Join AAII Today!

Join AAII
to read more »

just $29
40% off our regular rate

10,000+
investment guides, classrooms, and articles — free at AAII.com

meet 150,000 members
all learning to invest

dozens
of Stock Screens and Model Portfolios, all with proven returns