Do you have Investor Skills?
/Creating Wealth by Robert G Allen/
Take a few minutes to complete the questionnaire to check your investor's skills.
If you were to receive from an inheritance $100,000 tax free, what dollar amounts would you spend in the next year in the following categories:
---------- Gold, silver
---------- Recreation
---------- Reduce debts
---------- Bank savings
---------- Commodities
---------- Bonds
---------- Collectibles (antiques, stamps, art, etc.)
---------- Stock market
---------- Money market funds
---------- Vacation
---------- Mortgages
---------- Medical/dental
---------- Precious gems
---------- Automobile
---------- Buy own home
---------- Treasury bills
---------- Recreational vehicle
---------- Charity or church
---------- Go into business
---------- Give to family
---------- Mutual funds
---------- Down payment on real-estate investment
---------- Price
Here is a listing with annual projected growth rates:
- Hard assets:
- Gold, silver - 15%
- Precious gems - 17.5%
- Collectibles - 15%
- Liquid money
- Bank savings - 3-8%
- Treasury bills - 3-6%
- Money market funds - 3-9%
- Passive capital
- Stock market - 10%
- Growth investments
- Bonds - 10%
- Commodities - 25%
- Mutual funds - 10-13%
- Discounted mortgages - 15-25%
- Active capital
- Buy own home - 10%
- Real-estate investment - 10%
- Business - 15%
- Consumer
- Vacation - 0%
- Medical/dental - 0%
- Reduce debts - 0%
- Recreation - 0%
- Recreational vehicle - 0%
- Automobile - 0%
- Nonmonetary
- Give to family - 0%
- Charity or church - 0%
Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime
