Let’s imagine a summer road trip. What kind of a traveller are you? A ‘see where the road takes us’ kind of person? Or are you someone who plans ahead, mapping the best route, finding the nicest hotels and stops along the way? Or maybe you prefer some plans but are also happy to go with the flow if that side road just screams adventure.

Now, what about your investing? Have some fun, take our Summer Road Trip Quiz, and find your investor style.

What’s Your Investor Road Trip Style?

1. It’s time for a road trip. How do you prepare?

A. I made a detailed itinerary, printed maps, have my backup routes, and hotel bookings months in advance.
B. I book the major stops but leave room for a few spontaneous detours.
C. I toss a bag in the trunk and figure it out as I go.

2. Halfway through the trip, your GPS suggests a shortcut through unfamiliar roads.

A. No thanks. I’ll stick with the proven route.
B. I’d check reviews and traffic before deciding.
C. Adventure awaits! Let’s see where it leads.

3. You discover a quirky roadside attraction that’s three hours off course.

A. It’s not on the itinerary, so I’ll pass.
B. If it doesn’t derail the trip too much, why not?
C. Absolutely. The best stories come from the unexpected.

4. A friend suggested a brand-new restaurant that just opened in a tiny town along your route.

A. I’ll choose the well-reviewed place that’s been around for years.
B. I might try it if the menu looks promising.
C. First in line! New experiences are part of the fun.

5. Near the end of the trip, you realize you have extra travel budget left.

A. I’ll save it for future trips.
B. I’ll treat myself to one memorable experience.
C. Helicopter tour? Luxury suite? Let’s use it all!

Scoring

For each answer, give yourself”

A = 1 point

B = 2 points

C = 3 points

Results

5 – 8 Points: 🛑 Cautious Investor

You prefer predictable routes, careful planning, and fewer surprises. In investing, you may prioritize preserving your money and avoiding unnecessary risk.

9 – 12 Points: ⚖️ Moderate Risk Investor

You appreciate a solid plan but remain open to opportunities along the way. In investing, you’re typically comfortable balancing growth potential with stability.

13 – 15 Points: 🚀 Risk Taker

You thrive on adventure and embrace uncertainty if the potential payoff is exciting. In investing, you’re generally more willing to accept market ups and downs in pursuit of higher growth.

Note: This quiz is intended for entertainment only and should not be considered financial advice or a true investor risk assessment. But we’d be happy to assess your investment style more thoroughly with– just give us a call!