Your Investment Profile


What sets successful investors apart? One main difference is an awareness of your investment personality and how you think, when making investment decisions. These personality traits - called the Big 5 - have large impacts on how investors make decisions and if they achieve the satisfaction of consistent returns.


The Big Five Personality Traits is one of the oldest, and validated, assessment tool used by scientists and psychologists to enable a common ‘language‘ to analyse and understand an individual’s behaviours and thought patterns. These 5 traits are Extraversion, Neuroticism, Openness, Agreeableness and Conscientiousness. Your score will be compared against a population average and assessed as High, Low or Average. This information enables us to begin a dialogue of understanding your investment personality and to take it into account when deciding on your investment strategy. For those who want more, please see my new book, Neuroinvesting.





The Big Five Traits:




1. Extraversion

A person with a high level of extraversion can be described as gregarious, assertive and excitement-seeking with high positive emotions. In contrast, low extraversion means quietness, passivity and not easily excited.




2. Neuroticism

A person with a high level of neuroticism can be described as tending towards anxiousness, depressiveness and can be impulsive with high negative emotions. In contrast, low neuroticism means stability, calmness and contentment.




3. Openness

A person with a high level of openness can be described as an ideas-type, often given to high bouts of imagination and is often creative. In contrast, low openness means someone more comfortable with concreteness with narrow interest and relatively straightforward in his/her approach towards problem solving.


4. Agreeableness

A person with a high level of agreeableness tends to be warm, friendly, trusting, compliant and prefers conflict avoidance. In contrast, low agreeableness types  can be seen as aloof, sometimes even described as cold, strict in its conception of right and wrong, and does not shy from conflicts or quarrels.


5. Conscientiousness

A person with a high level of conscientiousness is often seen as highly competent, detailed and orderly with an innate sense of self discipline. In contrast, a person with low conscientiousness tends to be careless, not detailed orientated, goes off into different directions and are spontaneous.




There is no good or bad traits per se. You can’t do better or worse in that sense. The important thing is to become aware and then use intentional strategies to match who you are today with your investment strategy and goals. It also does not mean that you can’t change a particular trait that you have now. If you so desire, you can change - we will then adjust the strategy accordingly.




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