Based on your answers to our exclusive quiz, you would appear to be a Balanced Investor.

Generally speaking, Balanced Investors view investing from a perspective of maintaining a diversification and tend to focus on offsetting losses with potential gains. This focus on balance helps to weather unforeseen storms and gives them a level of comfort knowing they have pre-planned for rainy days in the market. As a result, Balanced Investors can, at times, experience challenges in deciding which investments would make the best counter measures to inflationary or stagflationary markets.

However, Balanced Investors also are strongly attracted to long term value and preservation of capital and typically are more interested in hard assets – like real estate, cash and precious metals because these assets tend to provide the counter-balance they search for to offset risk in stocks and bonds. Because of this tendency, this group of investors, has a tendency to focus on one group of hard assets that “makes sense” to them, and are less likely to diversify – even within the diversification classes of assets. Traditionally, some Balanced Investors will only invest in real estate or hold a portion of their portfolio in cash and potentially miss out on the increased balancing and even potential gains they could experience with precious metals, collectibles or even foreign currency.