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Investment Strategy
Investment Strategy Stackers
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What Percent of Your Savings is Invested in Stocks?
Avg 53.5%
by Kristen Sullivan | 192 users have completed this stacker
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At what price should I sell the shares of Citigroup I bought, I paid $2.62?
Avg $6.02
by Paul Kennard | 44 users have completed this stacker
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How many stocks do currently hold in your portfolio?
Avg 11
by Dominic Preuss | 26 users have completed this stacker
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What percentage of your holdings are in cash (vs. equities)?
Avg 53.4%
by Dominic Preuss | 19 users have completed this stacker
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What's the average inflation rate going to be over the next 5 years?
Avg 6.1%
by Doug | 15 users have completed this stacker
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How many times per year do you rebalance your portfolio?
Avg 11.9
by Ari Weinberg | 30 users have completed this stacker
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How many years will it take for the Dow to once again reach 14000?
Avg 9.3
by Steven P. Orlowski, CFP® | 28 users have completed this stacker
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What percentage of your investments did you gain or lose since the beginning of 2008?
Avg 37.5%
by mfillnow3 | 23 users have completed this stacker
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What percentage of your investments did you lose since the beginning of 2008?
Avg 22.5%
by mfillnow3 | 18 users have completed this stacker
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How many years should an investment have in order to judge the managers performance?
Avg 4.5
by Robert Schmansky, CFP® | 9 users have completed this stacker
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If you could guarantee a 'known' return out of your investments, what would be the minimum you would settle for?
Avg 11.9%
by Robert Schmansky, CFP® | 20 users have completed this stacker
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What percentage of your investment portfolio do you have invested in stocks or stock mutual funds
Avg 57.8%
by Martin Hopkins LLB CFP | 16 users have completed this stacker
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What percentage of your investable net worth is in annuities?
Avg 17.5%
by Walt Mozdzer, CFP® | 18 users have completed this stacker
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How many hours do you spend per week checking your investments?
Avg 1.0
by CTate | 2 users have completed this stacker
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What is a reasonable amount to pay for investment advice on a $500,000 portfolio? (in basis points)
Avg 85.0%
by CTate | 1 user has completed this stacker
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What percentage of your portfolio do you have invested in Internationally?
Avg 60.0%
by Tonka Beans, CFA | 2 users have completed this stacker
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What fee would you pay an Investment Advisor?
Avg 0.6%
by Tonka Beans, CFA | 2 users have completed this stacker
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